I joined Small Wealth Management 16 years ago as a receptionist and worked my way to financial advisor, earning my licenses within my first year and spending a decade as lead paraplanner before transitioning to advisor in 2021. I hold my CFP®, BFA, APMA and CRPC designations and specialize in building personalized financial plans rooted in long-term client relationships.
The importance of accountability and professionalism. Being new to the workforce taught me mistakes can happen in any role, and how you respond to them matters.
I originally planned to study psychology. I’ve always been drawn to understanding what motivates people and helping them work through life’s big decisions. Financial planning turned out to be exactly that.
Reflect on my approach, break the problem into smaller steps and refocus on what’s within my control.
Transitioning from paraplanner to advisor after 11 years in a support role. Earning client trust in my own name, not just as an extension of someone else’s relationship, took time and intention.
Leave things better than you found them, including people.
Human connection is what makes this work matter. I can’t properly manage someone’s finances without knowing their life — the goals, the kids’ soccer games, all of it.
Ronald McDonald House. They do amazing work for families in some of the most difficult circumstances imaginable.
Psychology. Understanding why people make financial decisions is just as important as knowing what they should do. My BFA designation confirmed what I'd suspected for years.
Go for a walk with a friend, a podcast or a good book. (Usually during soccer practice!)
Every time I hear a client talk about long‑term goals we’ve worked on together and seeing those plans come to life. And earning my CFP designation.
We genuinely want to know your life, not just your portfolio. The more we understand what matters to you, the better we can actually help.
