I’m a business owner, wife, new mom, and CERTIFIED FINANCIAL PLANNER® Professional. In my decade plus career, I’ve helped business owners, single women and families in their 50s and 60s prepare to retire and feel confident in their next chapter. I’m the Co-Founder and Director of Financial Planning at a fee-based financial planning firm, Prism Planning Partners.

I love working with people with “retirement on the brain” - however, I ALSO love helping younger clients like me!

As my husband and I ventured through our 20s, we experienced a multitude of life events - many of which were great - starting businesses, getting married, and buying a house. We’ve also gone through some challenges, like career transitions, and our home getting hit by a tornado (yes, that really happened!) The challenges of life, both good and bad, can be exhausting - and I know many people have a longer list than mine.

We ALL have a unique story, and I want to hear yours! Are you saving for a house, starting a business, or growing your family? Do you want to make sure you’re on the right path with your investments, or simply learn how to get started? I can serve as your sounding board as life throws you (inevitable) curveballs - and educate you on how to make confident financial choices.

I believe that there’s more to life than money - let’s explore what that means to your family. Talking about money can be awkward, so my team makes the topic fun and engaging. We help you explore your family’s vision for an ideal future together. What do you value? What motivates you? THIS is the critical part of your financial plan.

I’m passionate about helping young families (like mine!) live fulfilling, satisfying lives. I want to help remove some of your stress and obstacles, and guide you towards designing a meaningful, purposeful future.

A few fun facts about me: I’m a fitness fanatic and especially love weight lifting and biking. I also enjoy cooking and baking, and am unsuccessfully trying to perfect my sourdough. We have one gray rescue cat, Tilly, who will snuggle for 3 hours a day (if you let her) I’m also a new mom, and I can’t wait to share my motherhood journey, too!