There are few certainties in life—but my passion has always been making sure that my clients and the people they love are taken care of.
What I do know for certain is that true financial security comes from intentional planning and a willingness to take the long view, all while appreciating the moments that make up life’s mosaic.
Our mission became crystal clear after our daughter, Alana, was born. We knew she was different, and within a month, we realized our lives would be forever changed—in the most incredible way. While Alana’s special needs are significant, she inspires everyone she meets to be a better version of themselves, me included.
Raised with the ambition and idealism of a young woman told she could do and be anything, I poured myself into education and career. Today, I focus that same drive on advocating for Alana and for our clients. Education has always been part of who I am, and learning for the benefit of both my family and those I serve is at the core of my philosophy. That’s why I recently earned my Retirement Income Certified Professional (RICP) designation, to deepen my expertise and better serve those who rely on me.
While working my way through law school, I found myself carving a parallel path in finance and investments. My dedication and diligence led me to work in trusts and estates before launching a successful real estate private equity fund. Work gives us purpose and passion, but it’s just as important to be present in the moment as it is to plan for what’s ahead.
I took this to heart. With my legal training and financial expertise, I knew I could help others prepare for the unknown while providing the assurance they need to fully embrace life—the people, the moments, and the experiences that make it meaningful.
I bring a deep understanding of money and business, but just as importantly, I understand the complexities of life’s unexpected twists. This combination allows me to offer both expertise and empathy in insurance planning.
And yes, insurance planning is a process. My work is not just what I do, it’s who I am. The ability to listen, understand, and plan with care is just as essential as my professional knowledge. That’s what allows me to help my clients find security, confidence, and the freedom to live in the moment.