Why this work?
I love hearing people’s stories and learning what money has made possible for their families, as well as what they hope it will make possible in the future. It’s a privilege to walk through life with clients, helping them use what they have built to do more of what matters most. I’m grateful for the opportunity to care for families through thoughtful guidance, comprehensive expertise, and a compassionate ear.
What’s the first question you ask in a first meeting?
If you knew that you had three years left to live, would you do anything differently?
What do you wish more people understood about money?
That wealth is a gift God has entrusted to them, and they are responsible for being a good steward of this gift.
What kind of client do you do your best work with?
Clients who understand that money is a tool for their family. They value the things in life that cannot be bought with wealth. They desire to align their wealth with their values.
Where would I find you on a Saturday?
At a soccer game for my daughter, a baseball game for my son, or if by chance we have a Saturday without an activity, I love to paint and make rosaries.
Education and credentials:
University of South Carolina | Bachelor’s in Business
University of Phoenix | Master’s in Business Management
CERTIFIED FINANCIAL PLANNER® Professional
Words to live by\\u200b
The most important things in life can’t be bought.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
