I’m passionate about empowering others to live their best lives! I help individuals and families achieve financial independence and make good money decisions. I empower business owners, individuals, families, and retirees with personal financial planning services. This includes investment management, tax planning, estate planning, insurance planning, social security planning, cash flow, and net worth planning. I'm a lifelong learner and am currently working towards my CFP designation. I graduated with my Bachelor of Science in Finance with a Business Management minor at Utah Valley University. I'm currently a Master of Financial Planning and Analytics Student at UVU.I have a background in Occupational Therapy and worked in the healthcare field for nearly a decade before transitioning to finance. I also have been involved with great teams to improve community health, well-being, and non-profit development in Kenya, Mexico, Haiti, Ghana, and Guatemala.When I’m not providing Wealth Management services or studying; you can usually find me outside: adventuring, rock climbing, playing soccer, taking dips in icy waters. I also love mind-body connection practice, yoga, traveling, self-development, and trying new things.