Financial planning, built on trust.
I'm an aspiring financial planning professional working toward my CFP® designation. Good planning starts with understanding people, not just numbers. I'm building my career around honest guidance and relationships that last.
My path into financial planning hasn't been a straight line, and honestly, that's shaped how I approach this work. Every setback along the way taught me patience, discipline, and how to stay focused on the long game instead of the quick win.
This is where it all started, balancing coursework with the early decisions that shaped my direction toward finance.
My first real step into the industry. Working directly with people on decisions that matter taught me what client trust actually requires.
Building the technical foundation for comprehensive planning while working through the balance of school, work, and everything in between.
Working toward the designation that represents the standard of care I want to bring to every client relationship.
Looking at the whole financial picture, not just investments, to build a plan around what actually matters to each client.
Helping people map out a realistic, sustainable path to retirement, with room to adjust as life changes.
Building strategies for long-term financial independence, grounded in discipline over short-term gratification.
Planning isn't just about markets and numbers. It's about understanding people, their goals, and the discipline it takes to get there.
— My approach to this work
A small taste of the long-game thinking behind good planning. Drag the sliders.
Hypothetical illustration only — assumes a constant annual return compounded monthly. Not a prediction, recommendation, or guarantee.
Whether it's a question about financial planning or just to connect, I'd be glad to hear from you.