03/19/2026
After a great deal of reflection and excitement for what’s ahead, I’m thrilled to share that I’ve recently made the decision to join NPA Financial, LLC.
This transition represents more than a career move for me—it’s an opportunity to deepen the impact I strive to make in the lives of individuals, families, and businesses. My mission has always been to help people gain clarity, confidence, and structure in their financial world, especially during life’s biggest transitions. Joining NPA allows me to serve with even greater intention, resources, and support.
One of the things I’m most excited about at NPA is working directly under an advisor who is a CFP®️ as well as an Estate Planning Attorney. Having that level of expertise at the table elevates the guidance and planning we can offer, especially for clients focused on protecting and passing on their legacy.
I’m deeply grateful for my time at Equitable and for everything I learned there—experiences that shaped me both personally and professionally, and that I’ll carry forward into this next chapter.
To my clients: thank you for your trust. Your goals, your families, and your futures are the reason I do this work. I’m committed to making this next chapter even more meaningful for you.
Change can be the catalyst for growth, and I’m energized by what’s ahead.
Here’s to building and protecting legacies together!
*CFP Board owns the marks CFP®️, CERTIFIED FINANCIAL PLANNER™️, and CFP®️ (with plaque design) in the U.S.