I began my financial planning career in Houston, where I built a strong foundation working with clients from diverse backgrounds and financial needs. After several years in the industry, I’ve proven myself as a dedicated advisor with a commitment to delivering clear, thoughtful, and personalized financial guidance.
Inspired by the opportunity to serve families and individuals alongside someone I admire, I made the decision to move back to Indiana to join my father’s practice. Together, we share a passion for helping clients build confidence in their financial futures.
I earned my CERTIFIED FINANCIAL PLANNER® designation after completing advanced coursework relating to financial planning and investment management. I received my bachelor's degree in finance from the Kelley School of Business at Indiana University Bloomington, where I built the academic foundation that supports my work today.
Outside of the office, I enjoy spending time with my husband, Justin, and our two little boys, Marshall and Malcolm. Whether we’re traveling, exploring new restaurants, or trying out new recipes at home, family time is always my greatest joy.