As an Associate Financial Planner at IWM Financial and a CERTIFIED FINANCIAL PLANNER™ professional since 2022, I'm passionate about helping pre-retirees and retirees make informed financial decisions with confidence. I believe financial planning is about more than investments, it's about creating a coordinated strategy that helps you understand where you are today, where you're headed, and how to make the most of every opportunity along the way.
My passion for financial planning began after I watched people and close family members approach retirement with uncertainty. They had worked hard and saved diligently, but because no one had ever sat down with them and connected the dots. I wanted to be the person who could bring that picture into focus, so people could stop guessing and start planning.
Whether you're a few years out from retirement or already there, my goal is to help you understand exactly where you stand, what choices are in front of you, and how to make decisions about cash flow, investment, taxes, and legacy with clarity and peace of mind.
Outside the office, I love to stay active, whether that's playing different sports or completing a marathon. I love experiencing different cultures through travel and discovering great local food along the way. I spend my down time at home, with my husky, Kobe.
**Advisory Services offered through CreativeOne Securities, LLC an Investment Advisor.