My favorite part of my role as a wealth advisor is helping clients identify their values and goals. I love learning who and what is most important to our clients and using that knowledge as the driving force to create a well-built financial plan. Outside of the office, I enjoy spending time ...more

My favorite part of my role as a wealth advisor is helping clients identify their values and goals. I love learning who and what is most important to our clients and using that knowledge as the driving force to create a well-built financial plan. Outside of the office, I enjoy spending time with my growing family and my beloved rescue dogs. I serve on the finance council at St. Columban Church and am the children’s nursery coordinator for the parish.less