Planning for a Purposeful and Generous Life
I believe financial planning is about far more than numbers, charts, or chasing returns. Planning is about creating clarity, confidence, and freedom so you can live a life that reflects what matters most to you.
My approach is rooted in goal‑based planning, which means we begin not with products, but with purpose. We take time to identify what matters most to you; your faith, your family, and your calling; and we align your financial decisions accordingly.
Whether your goals include providing security for your family, gaining flexibility in your career, supporting causes you care deeply about, or leaving a meaningful legacy, every financial decision is connected back to those priorities.
I work alongside you to translate values into action by:
- Clarifying short and long‑term goals across life, work, and family
- Aligning savings, investments, and protection strategies to those goals
- Helping clients make confident decisions during life transitions
- Creating space for generosity, both today and in the future
This planning process is ongoing and collaborative. As life evolves, goals change, and new opportunities arise, your plan adapts with you. The result is not just a financial strategy, but a sense of direction and peace of mind, knowing your money is working in service of a life well lived.
My passion is helping clients experience financial clarity that empowers them to live purposefully, confidently, and generously.
The Journey that Brought Me Here
For years, I thrived at the front of a classroom, sparking curiosity and guiding students toward those unforgettable “aha” moments. While leading the after-school finance club, I saw firsthand how even the brightest minds often lacked the tools to navigate personal finance with confidence.
That experience lit a fire in me. I realized that financial literacy isn’t just a nice-to-have, it’s essential. I witnessed families struggling with debt, unsure how to plan for retirement, or missing opportunities to build lasting wealth. I knew I wanted to be part of the solution.
Today, as a financial advisor with Thrivent, I bring that same passion for educating into every client relationship. I assist individuals, couples, and families gain clarity and confidence in their financial lives, whether that means creating a budget, managing debt, investing for the future, or preparing for life’s big milestones. In person, I am serving families and professionals in the Greater Seattle community.
My mission is simple: to make financial planning approachable, empowering, and tailored to your goals. Because no one should feel overwhelmed by money and everyone deserves a plan.
Certifications:
- NASAA Series 66: Uniform Combined State Law Exam
- FINRA Series 7: General Securities Representative Exam
- Securities Industry Essentials (SIE)
- Life and Health Insurance License
- Master of Arts in Teaching at WGU
- Bachelor of Arts in Religious studies at Whitman College