Proud Mom
Waterski Enthusiast
Wannabe Ballroom Dancer
Sweet Tooth Supporter
Lake/Ocean Fanatic
As a 27-year veteran in the financial planning world, my greatest satisfaction comes from helping people feel able to do more of what they love. Empowering clients through personalized, values-driven guidance is the most meaningful part of my work.
I grew up watching my parents make countless sacrifices to give me and my siblings a childhood full of love, faith, and adventure. Family vacations, birthday celebrations, extracurriculars, and our Saturday evening tradition of attending mass shaped who I am. Even with the challenges they faced, my parents found a way to work hard, live within their means, and still enjoy life. But I also saw how years of night shifts and physical labor took a toll on them.
Everything changed a few months after my mom’s 60th birthday. She had no prior health issues and had been planning to retire with my dad when she was diagnosed with leukemia. Our world fell apart overnight. Over a grueling 2.5-year battle, medical bills mounted and my dad had to delay his retirement. He finally stepped away from work just three months before we lost her.
Those years reshaped me. Leaning on my faith, I realized how much my upbringing and those painful lessons had prepared me for the work I do today. They led me to create ARK Financial Wellness, where I could use my experience in a more personal and compassionate way. My parents taught me the value of hard work, financial responsibility, and cherishing what matters most. Losing my mom reminded me how fleeting life can be, and it fuels my desire to help others make the most of their time.
As a financial advisor and founder of ARK, my mission is simple: to help you understand your financial world so you can stay focused on what matters most to you. I want you to feel supported as you care for your family, pursue meaningful work, and stay present in your life. My goal is to help you feel capable and equipped to move forward, knowing you can accomplish more than you ever thought possible.
Life will always be complicated, but with the right guidance, there is room for peace and joy today. It’s all about finding a healthy balance between preparing for tomorrow and fully living the moments right in front of you.
“Life will always be complicated. Learn to be happy right now. Otherwise, you will run out of time.” -unknown
Awards and Qualifications
Five Star Wealth Manager, 2021 – 2025
CMFC
Chartered Mutual Fund Counselor (CMFC)
CFP®
Certified Financial Planner™ (CFP®)
Click here for more information on how the Five Star Wealth Management award is earned.

