I've seen how the absence of good financial guidance can create real stress for families, which is why helping people gain confidence in their decisions is so meaningful to me. Early in my career, I helped a client transition their aging parents into skilled nursing care. The process required careful financial planning and long-term care coordination, but just as importantly, it required being there for the family during an emotional and uncertain time. Supporting them through their fears and reassuring them that they weren't facing the challenge alone taught me what this profession is truly about: showing up for families when they need it most.

Before investing, I help clients build a strong financial foundation by establishing an emergency fund and paying off high-interest debt. From there, we define clear goals and timelines and stay focused on a disciplined investment approach. Markets will always create reasons to sell—whether during the Global Financial Crisis, COVID-19 or the inflation and rate hikes of 2022. While each period feels different in the moment, the lesson remains the same: time and compounding matter more than reacting to short-term events. Clients who stay the course are often rewarded overtime.

Before joining Sandbox Financial Partners, now Arca, I was an Associate Financial Advisor at Ameriprise Financial, and began my career as an investment banking analyst at EC Mergers & Acquisitions.

I grew up in Northern Virginia and currently live in Gaithersburg, Maryland. Outside of work, travel and adventure are a big part of my life, as I try to visit a new state or country every year. At home, I enjoy staying active outdoors through sports or hiking with my rescue Australian Shepherd, Lola, and come Sunday, you'll find me watching football.

Credentials & education:

• B.B.A., Finance, Raymond A. Mason School of Business, College of William & Mary

• CFP® certification

• APMA® (Accredited Portfolio Management Advisor)

• CRPC™ (Chartered Retirement Planning Counselor)