Founder of Equalis Financial Certified Financial Planner™

There are many reasons why people become certified financial planners, but mine was to help others create the financially secure life I never thought I’d have.

Raised by a strong single mom, I grew up in a volatile financial environment. I never knew when the utilities would be shut off or if our car would start or even be there in the morning. I still remember traveling thirty miles to use our food stamps at a grocery store where no one knew us.

Maybe you can relate with your own experiences of financial uncertainty. Like you, I know what it’s like to be underestimated and under resourced. But with the right guidance, financial stability is possible and within reach.

When it comes to finances, I am a woman with a plan. And my plan is to help you with yours.  

VP of Financial planning Certified Financial Planner™

Aligning your core values with your finances and your future in a financial plan is deeply life changing. I knew this at my core during an elective course on personal finances my senior year of college. I was so frustrated that the course was not part of the required curriculum because as we all know, how you manage your money impacts every area of your life. 

I strove to embody these lessons during my time as an elementary school teacher, budgeting weekly groceries to the dollar and stretching to make sure I could still save for retirement. However, I still ended up with investments that weren’t the right fit for me because I simply didn’t know enough to sort the good from the bad. 

Your finances shouldn’t be complicated to understand. Every family deserves quality financial guidance that allows them to live according to their values, with dignity and stability. Let’s co-create the plan to get you there together.

Associate Financial advisor Certified Financial Planner™

Despite being the daughter of a corporate financial analyst, it never crossed my mind to major in finance in college. I chose to major in journalism, partially because I’ve always loved meeting people and telling stories about purpose and possibility … and partially because it didn’t require any math classes.

It wasn’t until I started managing my own money that I realized how empowering personal finance can be. Learning how to align my finances with my values and goals gave me the opportunity to travel, start a side hustle, and support causes that I care about. I became a financial planner to help others experience that same sense of clarity and freedom.

Before becoming a CERTIFIED FINANCIAL PLANNER™, I spent nearly a decade as a journalist, honing my ability to see problems from every angle and make complex information easy to understand. I bring that same curiosity and care to every financial plan I create, helping clients see their full financial picture and chart a clear, values-aligned path forward.

I’m passionate about guiding clients through major financial milestones with confidence and compassion. Together, let’s design a plan that feels organized, empowering, and completely your own.

DIRECTOR OF CLIENT EXPERIENCE

I began working in banking in 2003 and absolutely loved the feeling of helping my clients achieve their goals. 

Throughout my career, I had the privilege of seeing my clients purchase their first home, establish their own business, and even taking that long awaited European vacation.  Helping others truly makes me happy and I am eager to be of service to the Equalis Financial family.  

I’ve completed the Financial Paraplanner Qualified Professional (FPQP®) designation and am working towards becoming a financial therapist.  I really do love helping others and cannot wait to do more to assist with the financial goals in my community.