My passion is helping families and business owners achieve their financial goals through thoughtful planning, clear guidance, and long-term relationships built on trust. I believe strongly in integrity, transparency, and the idea that there is more than one way to reach a desired outcome.
I specialize in Business Planning and Personal Planning, helping business owners with growth strategies, succession and exit planning, tax mitigation, and retirement planning, while also creating personalized plans for individuals and families that may include wealth management, protection planning, estate planning, and distribution strategies.
Navigating investments, retirement planning, insurance, and tax considerations can feel overwhelming. My role
is to simplify those decisions, clarify options, and support confident, informed decision-making.
I earned my undergraduate degree from the University of Missouri and hold an MBA from the University of San
Francisco, bringing both an analytical foundation and a practical, real-world perspective to financial planning.
Outside of work, I enjoy live music and staying active. These interests keep me energized and grounded and
often shape the way I connect with clients.
If you’re looking for guidance or want to explore what a thoughtful financial plan could look like for you, I’d welcome the opportunity to connect.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1 CAPITOL MALL, SUITE 300, SACRAMENTO CA, 95814, 916-8489714. Securities
products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New
York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through
WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4261309. | 8900472.1 Exp. 04/28