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During my career with Equitable Advisors my focus has always been to provide financial peace of mind by delivering objective advice designed to help clients achieve their goals, build wealth, and protect their legacy.

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I’ve done my job right if I can alleviate the financial stress that individuals and families encounter throughout life. Whether it’s planning for retirement, investing for a future goal, navigating uncertainty, or the loss of a loved one, I am proud to offer the financial guidance needed during those times.

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I began my career with the Retirement Benefits Group, a division of Equitable Advisors, LLC in 2004 and have been a CERTIFIED FINANCIAL PLANNER™ since 2013.

As a financial professional, I focus on working with clients to achieve their goals by identifying their purpose, following our process, and implementing solutions that allow them to live life with their family. Our process of purpose based financial planning, allows clients to identify and communicate where they are in their lives and where they are trying to go. We use our information and tools to assess a client's risk tolerance and develop a customized plan that serves as a blueprint and road map to achieve their financial goals. Once established, we continually monitor the plan and clients changing lives and goals. I believe investing based on purpose and goals, over the long term, empowers clients to make sound financial decisions and feel confident in the choices they have made.

AK Insurance Lic # 100131450

From an early age I learned the value of hard work, starting at age 15 when I got my first job to help my family pay their mortgage. My focus had always been on earning an income and even after graduating from college I was still unsure of what I wanted to do for a career. I had a variety of jobs ranging from Human Resources to sales, ultimately finding my way to personal finance and asset management. What I learned though this journey were two underlying truths…First, I am a very analytical person that is good with numbers. Second, I enjoy helping people. Becoming a financial advisor seemed like a natural intersection of those skills. After spending much of my early time as an advisor working with high net worth and institutional clients, I felt my skills would be better used working with people who shared my more modest upbringing. As a result, I decided to join Equitable, which gave me the opportunity to work with public educators and municipal workers. The next evolution of this journey is the creation of Eagle Point, which has allowed me to partner with a group of like-minded individuals and expand the services that we can provide to help our clients achieve their financial goals.

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At a very early age, I remember admiring my parents ability to stretch a dollar as far as it could go to provide for our family. Even though as a child you don’t fully understand money, my parents taught me that its not what you make, its what you keep that matters most. My father explained that saving money and investing was the best way to ensure security for down the road.

Fast forward to college where I knew I wanted to pursue a business degree, but wasn’t entirely sold of the idea on “finance” opposed to other areas like management and marketing. With a strong math background and being extremely social and outgoing, I quickly realized that finance and I fit well together. After graduating, I knew I wanted to do something that involved people and money.

In 2006, I had begun my career in finance and I found Equitable. I loved the training and education I would receive before going out into the field to see clients. The Equitable RBG focused on retirement planning for educators throughout the state and I realized that it was a great opportunity to help a group that so selflessly gave to their students.

Aligning with other like-minded advisors who shared my core values, we formed Eagle Point to provide a superior experience for our clients by offering comprehensive client-focused service with an emphasis on education first. With that, we know we can help our clients achieve financial success and freedom.

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The opportunity to guide people with their financial planning and help them achieve their goals is the reason I entered this profession. Helping clients has always been my passion whether it is planning for retirement, saving for college, or helping with life insurance. It is an honor to offer financial guidance and to help clients with making important decisions for their families.

What attracted me to becoming a financial advisor was the ability to go out and talk to people every day and do something with actual meaning for a career. Helping people maximize the potential of their finances to create a better life for themselves, as well as a secure retirement, makes me feel like I'm using my talents to make a difference in the lives of each individual I work with. I like using the team approach as well, because it makes it possible to reach even more people and have an even bigger impact than I could on my own. There's no better feeling than when a client tells us they are thankful for our services and feel lucky to have met us.

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Before moving into finance, I started my career as a teacher. Early on, someone asked me a simple question: was I saving for my financial future? At 22, I hadn’t really thought about it—but that conversation encouraged me to start a retirement account. Although I later left education for personal reasons, that early step stuck with me and showed me how impactful the right conversation at the right time can be.

Today at Equitable, that experience drives the work I do with clients. I enjoy helping people as they start thinking about their financial future and sharing the same kind of guidance that once made a difference for me. From early career professionals and growing families to those approaching retirement and beyond, I feel fortunate to work with clients at every stage of life.

Since 2014, I’ve been working with individuals and families to help them plan for a more secure financial future. My focus is on creating personalized investment strategies and retirement plans that align with each client’s unique goals and aspirations. I believe financial planning should be a collaborative and empowering process, and I’m here to guide you every step of the way.

I specialize in helping clients navigate the complexities of investments, retirement savings, and long-term financial planning. My goal is to make sure you feel confident and informed about your financial decisions, no matter where you are in life.

Let’s connect and start planning for your tomorrow!

AK Insurance Lic # 3000881252

I am a financial professional with over 13 years of experience guiding individuals and families toward achieving their long-term financial and retirement goals. Throughout my career, I’ve developed a deep understanding of the importance of building personalized strategies that evolve alongside each stage of a client’s life—from early career planning and wealth accumulation to retirement income and legacy considerations.

I take a comprehensive and relationship-driven approach to financial planning, focusing not just on numbers, but on what truly matters to each client. By listening closely and understanding their priorities, I help create tailored solutions designed to provide clarity, confidence, and long-term financial security.

I pride myself on being approachable, responsive, and genuinely invested in my clients’ success. My goal is to ensure that every client feels heard, valued, and supported every step of the way.

Outside of my professional life, I enjoy spending quality time with my family, coaching my son’s basketball team, and getting out on the golf course whenever I can. 

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Growing up with a mother in education and a father in the family business, I gained a deep appreciation for the challenges and values that influence many of the families we support. This background inspires me to treat every client with the same respect, honesty, and care I extend to my own family. My goal is simple: help people feel confident about their financial future.