Working closely with business owners early in my career gave me a firsthand look at the complexity of building, growing, and protecting a business. It also showed me how the right strategy can create a lasting impact not only for the business but for the families and communities connected to it. That experience ultimately led me to pursue this career.
Today, I serve as a Financial Representative with WestPac Wealth Partners. My role is to guide clients through complex decisions, whether that involves protecting what they’ve built, planning for the future, or creating opportunities for long-term growth.
My approach is rooted in coaching and education. Growing up, I watched my mom dedicate herself to coaching, running her businesses, and guiding others, and that influence shaped how I work with clients today. I believe financial guidance, like coaching, is about listening, building trust, and helping people perform at their best when it matters most.
Outside of work, I enjoy staying active and spending time with the people closest to me. Some of my favorite hobbies include golf, skiing, and pickleball, and I always look forward to traveling to New Hampshire to spend time with family.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance