When It Matters Most
I’m there for clients during pivotal moments—whether it’s planning for retirement, handling a loss, or making important financial decisions. These moments require a balance of compassion and expertise, and I take pride in being a reliable guide during times of change

Who I Am
I focus on supporting clients during some of life’s most significant transitions. With a strong commitment to empathy and precision, I aim to make each client interaction meaningful and impactful.

What I Do
I specialize in processing income and death claims, managing rollovers, and providing personalized client service. Every day, I strive to simplify complex processes, giving clients clarity and peace of mind as they navigate their financial journeys. I believe that financial transitions are about more than just numbers—they’re about people and their stories. It’s this human-centered approach that allows me to create lasting relationships and truly make a difference

A Little About Me

Outside of work, my life is filled with love, joy, and exciting plans for the future. I’m recently engaged to my best friend and partner, and we’re eagerly looking forward to starting the next chapter of our lives together. Family and relationships are the foundation of my happiness, inspiring me to approach every day with gratitude and purpose.

When I’m not at work or planning for what’s ahead, I love indulging in some of life’s simple pleasures—shopping for the perfect find, spending quality time with family and friends, exploring new places, or losing myself in a great book. I believe in savoring the little moments that bring joy and staying grounded in life’s blessings.