Wealth management is about more than just numbers on a page; it’s about the families those numbers represent. Since joining Applied Capital in 2022, I have focused on a single mission: ensuring that the people we serve feel truly cared for as they navigate their financial journey.

I began my time at the firm as the Client Service Administrator, where managing the “behind-the-scenes” client operations gave me a deep appreciation for the small details that create a seamless client experience. Today, as an Investment Advisor, I combine that operational precision with over 15 years of experience in the pharmaceutical and medical device industries. Having spent over a decade in medical sales, I’ve always been driven by a desire to help people navigate high stakes decisions with confidence.

I transitioned into advisory work after seeing firsthand how a well executed retirement strategy can fundamentally change a family’s trajectory. To me, a financial plan isn't just a document; it’s the architecture of your future. I provide the technical precision and steady oversight required to protect your wealth, giving you the freedom to step away from the spreadsheets and enjoy the life you’ve built.