My Title:

Financial Advisor, MBA

What I actually do:

As a former career advisor and hiring consultant, with a background in helping young professionals discover and achieve their ideal career, I have always been passionate about helping others reach their goals. I work with professionals and families seeking a partner in helping them achieve peace of mind and confidence in their financial decisions. From ensuring security for your family, to planning for a comfortable future, I act as a sounding board and guide to help clients make smart financial choices. 

My qualifications:

• Series 7, 65 & 63
• Life and health insurance licenses held for the protection of clients and their assets
• Completion of Securities Industry Essentials Exam
• Master of Business Administration degree and bachelor’s degree in psychology

How I spend my spare time:

In my free time, you can find me hiking and camping with my husband, Eric, and sons, Forest and Reese; getting addicted to a new podcast; or refining my amateur yogi skills.