I live in Scottsdale, Arizona, and work with individuals and families who want a long-term partner they can trust with meaningful financial decisions. Specializing in Biblically Responsible Investing and Legacy Planning, my focus is to help you be a wise steward, build a clear plan for what’s ahead, and keep your investment portfolio aligned with your goals as we walk through the various seasons of life together.
I grew up in Ohio in a large, close-knit extended family and became a Christian at four years old. At eight, I started a small gumball machine business and with encouragement from my church and parents, partnered with a local pregnancy center devoted to helping mothers and their babies through difficult times. That environment shaped me into a relationship-oriented and grounded person and dialed me into both long-term and eternal perspectives rather than the short-term.
My secondary schooling was a mixture of private, public, and rigorous homeschooling. I earned an Associate of Applied Science in Integrated Engineering Technology prior to graduating high school.
After graduation, I spent five years in vocational ministry while earning bachelor’s degrees in Christian Ministry and Biblical Theology. I served in youth and family camps in the US and Philippines, mentored students, studied in Israel, and worked as a youth pastor in Connecticut.
My early adult years were spent in the Adirondacks of New York, mountain running, cliff jumping, hammock camping, and enjoying the winding mountain roads with friends.
During the COVID period, I was placed on furlough and spent eight weeks on a road trip across the eastern U.S., meeting strangers, painting homes, visiting family, and intentionally stepping away from constant digital noise.
Conversation with retirees during that time, combined with observing how people handled uncertainty and opportunity, ultimately shifted my direction. I already cared deeply about stewardship, and I had just discovered how to make it my life’s work.
Today, I specialize in Biblically Responsible Investing and Generational Wealth Planning.
After five years in the financial planning industry, I’ve found a career (and clients) I genuinely love. I enjoy working with them to simplify complexity, clarify decisions, and build financial strategies that are both durable and intentional.
I use tools like eMoney to build real planning scenarios, so my clients can see how different decisions affect their future and move forward with confidence.
Behind the scenes, I collaborate with specialists in investments, tax strategy, insurance, and estate planning to ensure clients receive a well-rounded and coordinated approach. I hold the CERTIFIED FINANCIAL PLANNER® designation and am pursuing the Certified Kingdom Advisor (CKA) designation.
This work is highly relational for me. I’m not interested in transactional relationships or one-time plans that sit on a shelf. I walk with clients through real seasons of life as they navigate retirement decisions, inheritance, marriage, loss, generosity, and legacy planning. These moments require technical precision and genuine care. Outside of work, I still enjoy the same mix of outdoor activity, strategic thinking, travel, and time with people I care about.
If you’re looking for a financial advisor who values clarity, discipline, and long-term relationships; who will genuinely take the time to understand what matters most to you, I’d love to connect.
Numbers 6:24–26
“The Lord bless you and keep you;
the Lord make His face shine upon you and be gracious to you;
the Lord lift up His countenance upon you and give you peace.”