Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

My Passion: Our business revolves around building relationships, helping clients to bridge the financial gap between current situations and desired outcomes, and equipping them for a more secure future. Relationships are first and foremost to me; it is important to forge strong connections and hopefully, build clients for life. I believe that what’s most important to our clients should in turn be most important to us, so focusing on and truly being intentional with people is paramount. By partnering alongside them, we aim to arm our clients with the confidence and clarity to reach their financial goals. My Expertise: Our ADL (Accumulation, Distribution, Legacy) planning model seeks to create a simplified blueprint that is both easy to understand and seamless to implement. This process also prompts the ‘candid conversation,’ which allows us to home in and drill down on how to achieve what is most important to our clients, whether that be insurance, tax-planning, or efficient investments. My Role: Holistic financial planning is incomplete without weighing every factor. Using a team approach, I assist our advisors in helping our clients inventory their financial lives, craft a detailed game-plan, and help them achieve your vision of a secure future. Tapping into our years of experience provides collaborative and results-driven solutions that fit our clients’ needs. My Personal Interest: I was born in Des Moines, IA and raised in Springfield, OH, where most of my family still resides. In 2017, I graduated from Cedarville University with a degree in Finance. In my free time, I enjoy playing soccer, cooking, reading, kayaking, being involved in church ministries and spending time with my fiancé, Brooke. I have a more than casual interest in coffee and roast beans in my garage.