She works closely with clients to develop personalized financial plans that reflect their values, address their priorities, and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, She is ready to assist clients as they pursue their goals through a lifetime financial journey, and provides these services complimentarily. 

A graduate of University of Alaska with a Bachelor of Arts in International Studies and Texas A&M with a MBA. She is currently working towards her Juris Doctorate at Widener University, and holds her Series 7 and 66 securities licenses.