Founder
I work with individuals and families who are looking for more than just financial advice — they’re seeking clarity, confidence, and a sense of direction for their life and money. My approach is highly collaborative and values-based. I take the time to truly understand what matters most to you and t... One thing I want my clients to know about me is... I help individuals and families find clarity and confidence with money by aligning finances with what truly matters. My values-based, commission-free approach brings calm, connection, and purpose to planning.
Master of Business Administration Grand Canyon University, Christian University in Phoenix (1997); Bachelor of Arts - Japanese Language Arizona State University (1992)