I was born in Toledo, Ohio, and raised in Maryland. After attending Virginia Tech, I eventually made my way to California, where I met Kai. California has been our home ever since—the place where we’ve built both our business and our family.
My greatest joy comes from spending time with my loved ones, including our three dogs. Outside of work, I enjoy exploring real estate, traveling, and sharing in the ministry.
What I value most is hearing clients tell us how we’ve simplified their options and helped them feel confident about their future. Being part of the retirement planning business is deeply rewarding, and I feel privileged to walk alongside my team in helping families as they reach their retirement goals and enjoy the life they’ve worked so hard for.
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