About Me

With over 10 years of experience, I work with professionals and families on financial planning, insurance, and investments. Since 2015, I have supported more than 300 clients in navigating important financial decisions across different life stages.

I believe that financial planning should provide clarity and peace of mind. It should be grounded in long-term thinking, not influenced by short-term market noise or fear. My approach focuses on helping clients stay confident in their direction, even during periods of uncertainty.

Before entering financial advisory, my experience in teaching trained me to break down complex concepts into clear, practical ideas that people can truly understand. This enables clients to make informed decisions without feeling overwhelmed.

I value deep, meaningful conversations with clients - understanding what brings them joy, what matters most to them, how they define wealth, and what they hope money can do for their lives. These conversations form the foundation of every plan I build.

My strength lies in creating well-structured portfolios that integrate insurance and investments, aligned with each client’s priorities. The goal is to give clients confidence to live fully and move towards their goals with clarity.

Outside of work, I am a mother of two who enjoys seeking out meaningful experiences for my children. I value conversations with like-minded parents who care about intentional living and raising children with presence and purpose.