I am Certified Financial Planner with over 20 years experience in the financial industry - and a background in self-employment as a small business owner. I understand firsthand the challenges both individuals and small businesses face, and I am passionate about helping them build financial confidence, clarity and momentum.

I partner with clients to create practical, personalized strategies using sound financial planning principles. From everyday money management to long-term growth, my approach is rooted in education, trust and action. I believe financial empowerment isn't about perfection - it's about progress.

My goal is to meet clients where they are financially and help break down complex concepts into something more manageable. After all, finance can feel like a foreign language, and I am here to help you translate it.

As a Mobile Money Advisor, I can meet you where it suits you best - your home, business, a branch of First CU or a local favored coffee shop. Sometimes I even meet clients for a dog walk - I will never say no to a pup introduction!