After years in corporate finance and administration, I realized the part I enjoyed most was helping people make sense of the numbers. Financial planning lets me pair technical know-how with what I value most: getting to know people and helping them feel confident about their future.

Raleigh, Cary and across the Triangle, as well as across the country in Montana, Colorado, Massachusetts, Ohio, Florida, and my home state of Pennsylvania. Wherever you are, we can work together.

life insurance, annuities, and investment and advisory services through MWA Financial Services, with a focus on retirement income planning.

people who care deeply about their families and the communities they live in, whether that's a young family just getting started, a couple preparing to turn their savings into retirement income, or a local business owner building something lasting. If protecting the people you love and giving back matter to you, we'll work well together.

making the leap from a long corporate career to build my own practice. It took a lot of work and a leap of faith, but building something from the ground up, one relationship at a time, has been the most rewarding decision of my professional life.

spent more than a decade in corporate administration in the clinical research industry. Earlier, I worked as an operations business intelligence analyst at a real estate technology company and in back-office roles at a startup. That background taught me to think about risk, budgets and long-term planning the way a business does. I bring the same discipline to the families I serve.

I'd known the name for years, but once I understood how a fraternal organization works, the decision was easy. Modern Woodmen is built to serve members. It has a strong lineup of solutions, a team I respect, and a real commitment to giving back to communities. It's a place where I can do right by clients and community at the same time.

helping members build a financial plan that's truly their own. There are no cookie-cutter solutions, just a plan that fits them and their families. That kind of work naturally leads to long-term, meaningful relationships, and there's nothing better than walking alongside members as they work toward financial freedom.