professional coaching

Drawing from over 20 years of leadership experience in professional coaching and hospitality, I bring a unique perspective to wealth management as a managing partner and licensed IAR*® Investment Advisor Representative at Provident. 

Through coaching, I discovered my driving passion-- helping others not just perform better, but truly reach their highest potential.

My extensive hospitality background taught me that exceptional service means anticipating needs before they're voiced and addressing deep concerns before the need for a client to ask hard questions. 

These combined experiences shaped the core principles I bring to every client relationship, with a focus on those with growing young families.

With this approach, my aim is to transform confusion and frustration into financial clarity for our clients, who deserve better than industry jargon and hidden agendas.

My journey into finance began with a personal mission: understanding what true financial wellness means and how to achieve it. 

This deep exploration revealed how unnecessarily complex and misleading the traditional banking and investing industry can be for those seeking support on their own path towards achieving their financial goals.

Today, I'm here to be in genuine service of cutting through the confusion, and deliver:

• Clear financial planning that honors your life goals and values, not fleeting market trends.
• Behavioral finance education that helps you make smarter decisions with confidence and peace of mind.
• Fiduciary-first guidance that puts you and your family's interests above all else—always.

I don't just manage portfolios—I educate, advocate, and empower. Whether you're building wealth, planning for retirement, or navigating a major life transition, I provide the clarity and support you need to make informed decisions about your financial future. Your success is my success. Let's build your financial wellness plan together.