Meet the Team

My Role

As an Associate Advisor, I work closely with families to understand their goals and what they want their future to look like. I especially enjoy helping tech employees navigate complex compensation structures, bringing clarity and a sense of calm to decisions that can otherwise feel overwhelming. I find it rewarding to create and implement financial plans that feel meaningful, both in the short and long term.

My Story

I grew up in Boise, Idaho, went to college in Seattle, Washington, and now call Austin, Texas home. Most days, I’m outside making the most of the warm weather – which includes going for walks, spending time on the lake, weightlifting, or taking workout classes with friends. I’m also a big sports fan (Go Seahawks!) and enjoy attending games in every city I visit. I am also a foodie and love trying out new restaurants and coffee shops – I’m always open to recommendations!

Education

Bachelor of Arts in Economics and Business Administration, Seattle Pacific University

Designations

• CERTIFIED FINANCIAL PLANNER™ Professional
• Financial Paraplanner Qualified Professional™