I’m a Financial Advisor with Broad Basis, where I help families and individuals create strategies that protect today and build for tomorrow. My career started in property & casualty insurance, which taught me the value of protecting what matters most. Over the years, I realized my real passion is helping people move beyond just protection and into long-term financial confidence.
At Broad Basis, my focus is simple: make financial planning clear, practical, and even enjoyable. I love taking what can feel overwhelming and breaking it down into a plan that makes sense—one that clients feel good about.
When I’m not working with clients, you’ll usually find me active in the community through the Little Elm Chamber of Commerce and Rotary Club, connecting with people, volunteering, and supporting local growth. For me, it’s all about building relationships that last—both in business and in life.
