I help individuals, families, and business owners develop clear, personalized financial strategies rooted in their values and long-term goals. With a background in architecture and community planning, I bring a structured yet creative approach to financial advising—grounded in thoughtful dialogue, design thinking, and real-life application. I work with clients across more than 20 states, including entrepreneurs, professionals, and people in the design, hospitality, and service industries. I also assist employers in building retirement plans that support both business growth and employee well-being. I hold a bachelor’s degree in architecture with a minor in business administration from the University of Oregon and I completed my CFP® certification through NYU’s School of Professional Studies. I stay committed to my community.
