My priority as the Financial Planning Analyst is to partner with our financial advisors to help investigate the best solutions for our clients to meet their goals. My primary focus is on assisting the Advisors in finding optimal financial strategies for the benefit of our client’s dynamic needs throughout their lifetime. I am so excited to be able to work with our Advisors to help you achieve your goals both now and in retirement.

In my free time you can often find me reading, cooking, or working on a DIY project. I also love to spend time with my family and friends, play board games, and explore new places