My passion for finance began during my internship at TFG Private Wealth Management, where I had the opportunity to learn directly from a team of experienced financial advisors and gain firsthand insight into how thoughtful financial strategies can empower individuals and families. That experience solidified my commitment to helping clients navigate their financial journeys with clarity and confidence.
Today, as a Financial Advisor at TFG Private Wealth Management, I am fully licensed with the SIE, Series 7, Series 66, and Life & Health Insurance credentials. I earned my Bachelor’s degree in Business Administration with a minor in Data Science from the University of Maryland. My approach as an advisor is hands-on and client-centered — I believe in getting to know each client as an individual first, understanding their story, goals, and values before developing personalized financial strategies to support their long-term success.
Whether it’s retirement planning, investment management, or insurance solutions, my focus is on creating a financial roadmap that aligns with my clients’ lifestyles and aspirations. My purpose has always been rooted in helping people make informed, confident decisions about their future, and I take pride in providing guidance that brings both clarity and peace of mind.
Born and raised in Beaverton, Oregon, I carry a strong sense of West Coast openness and East Coast drive. Outside of work, I enjoy traveling, playing tennis, and spending time with friends and family.
