I’ve spent more than twenty five years in the financial services industry, and what that time has taught me, more than anything technical, is that relationships are at the heart of this work. People don’t experience their financial lives as spreadsheets or projections. They experience them through conversations, phone calls, and the feeling of whether they’re truly being heard. I spent part of my career as a Financial Advisor myself, which gave me a deep appreciation for what the planning process can mean to a family when it’s done well. That perspective shapes everything I do today.
As a Client Solutions Specialist, my role is to make sure every client feels supported and cared for. I want them to know they always have someone in their corner who understands their situation, communicates clearly with their advisor, and makes sure nothing important gets missed. I’ve worked across insurance, investments, and 401(k) administration, and I bring that range of experience to every interaction, whether I’m answering a question, coordinating with an advisor, or simply helping someone feel taken care of from the moment they reach out. My goal is for every client’s experience with Capital Planning to exceed what they expected.
Outside of the office, my daughters Jordyn and Phoebe, along with our doodle Willis, keep life full and fun. We have a tradition of taking annual vacations to National Parks, which has taken us to some remarkable places and reminds me every time how much there is to explore. I love hiking and spending time outdoors, and my church community is a meaningful part of my life. Family, nature, and faith are what keep me grounded.