As an advisor, I aim to be your buoy in the storm of shifting economic and geopolitical conditions. I believe that to understand where your portfolio is going, you must understand where the markets have been. As the world navigates shifting trade policy, industry disruptions, and whatever other surprises may come – my goal is to move past the headlines, providing you & your family with the insights needed to make confident, informed decisions.
After completing a music degree from Florida State University, my career began in the classroom, as a music teacher. From there, I received my masters degrees from University of Cincinnati – and began fundraising for arts institutions in the Midwest. Fundraising then turned into endowment management & relationship management with large international financial institutions – where I learned that where I can have the greatest impact is working with families directly at a firm that leads with care, which brought me to Price Financial Group.
Whether we are building a roadmap for a growing family or managing a multi-generational legacy, I am dedicated to being a partner who values your story as much as your balance sheet.
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