As the Director of Wealth and Planning, I am dedicated to leading and empowering our team of Wealth Advisors and Wealth Protection Specialists. I have been in the Financial Services Industry for over 15 years, a decade of which was spent in a leadership role as a member of the executive team at Harvard Western Insurance, where I was instrumental in driving growth and providing direction for the Life & Benefits Department.

My leadership philosophy is rooted in a passion for coaching and developing talent. I believe in fostering a collaborative environment where everyone works together to provide holistic planning for our members. I cherish spending time outdoors with my three children, whether we’re on the bike trails, camping, or simply relaxing on the beach by the lake.