Conversations about money are often just about... money. Your financial journey is not a series of transactions; it's how you use the resources you have gathered along the way to do the things that are most important to you. Your needs, circumstances, and desires evolve over time, and everyone deserves a trusted circle of experts around them, committed to their growth, prosperity, and protection at every turn.
We help people build a solid foundation for their lives and the generations after them because a good life doesn't have to happen by chance; it happens by design.
Prior to joining First Financial Group, I gained a wealth of experience working at financial services organizations, government agencies, and entrepreneurial incubators, holding leadership roles at Capital One, the General Services Administration (GSA), and SEED SPOT. I also started a non-profit focused on advocating for high-quality STEM education and helped co-found the Washington Leadership Academy, a public charter high school in Washington, D.C.
These experiences taught me how to develop systems to create things that last, no matter the starting point. I aim to use those same lessons to help my clients craft legacies that will stand the test of time.
The power of proper planning, combined with proven systems and guardrails, helps ensure that the future you want is always in your control. Working with me is a partnership where I help you reach the future you want more reliably and faster than you could on your own. My goal is to become a lifetime resource for every client I serve, as I am dedicated to making a difference in people's lives.