I help individuals, families, and professionals build financial plans that reflect their goals, responsibilities, and long-term vision. I began my financial-services career with T. Rowe Price in 2012, developing a strong foundation in investments, retirement accounts, and client service. I later expanded my planning work with educators, public-sector professionals, and families preparing for retirement.

As an Accredited Investment Fiduciary® and Chartered Retirement Planning Counselor™, I take a comprehensive approach to retirement planning, investment strategy, wealth accumulation, and wealth transfer. I believe effective planning starts with understanding the client’s complete financial picture—not simply a single account or immediate decision.

As a Colorado Springs native, I value community, family, and relationships built over time. As an independent advisor, I look forward to helping clients understand their choices, coordinate the different parts of their financial lives, and move toward their goals with greater clarity and confidence.