For 23 years, I have been collaborating with individuals and families on successful financial strategies. Today, I'm a Certified Financial Planner® and a full-time graduate student pursuing an MS in mental health counseling.  I live, work and breathe at the intersection of mental health and finance, and I believe success at these crossroads is critical for human thriving. Over my career, I have honed a disciplined approach by deep listening, customizing plans, and emphasizing practicality for success.

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