I’m passionate about helping people align their money with what truly matters to them. My path to becoming a financial advisor has been shaped by both professional growth and personal transformation. I earned a Bachelor of Science in Entrepreneurship from Western Carolina University and began my career in a support role at Lake Edge Wealth Advisors in 2021. Over time, I felt a clear calling to move into advising, where I could work more closely with individuals and families to help them feel empowered and inspired in their financial journeys.
What I love most about this work is the human connection—listening deeply, asking thoughtful questions, and supporting clients through life’s transitions with clarity and compassion. I bring an open mind and heart to every conversation, and I value the diversity of stories, identities, and beliefs my clients bring to the table. Whether someone is navigating major life transitions or preparing for retirement, I’m honored to walk alongside them and offer grounded, holistic advice.
Along with holding the Series 7 and 66 securities licenses, I am a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and have also earned the Accredited Asset Management Specialistâ„ (AAMS®) designation.
At home, I’m rooted in family—my husband Ryan, our son, Kai, and our dog, Lilikoi. I deeply value the life we’re building together and the everyday moments that remind me of what truly matters. In my free time, I enjoy singing, yoga, hiking, and gardening.
I’m passionate about helping others purse their own version of a meaningful life – however that looks for them. I bring empathy, curiosity, and an open mind to every client relationship, and I’m committed to creating a welcoming space for people from all walks of life to feel seen, heard, and supported.
Designations & Certifications:
 | CERTIFIED FINANCIAL PLANNER®: Earned through the College for Financial Planning, the CERTIFIED FINANCIAL PLANNER® certification is considered the standard of excellence for financial planning and has provided me with a roadmap to help clients across all areas of their financial well-being. |
 | Accredited Asset Management Specialist (AAMS®): The AAMS® designation has provided me with a strong fundamental financial knowledge, not only regarding investments but also planning for insurance, tax, retirement, and estate issues. |