I learned the value of good financial planning by first doing it the wrong way.
In my early twenties, I inherited about $20,000 from my grandfather... and promptly lost most of it day trading foreign currencies. It was an expensive lesson, but an important one. I became determined to find a smarter, simpler, and less stressful way to build financial security.
That experience ultimately led me to financial planning and shapes the way I work with clients today. Personal finance can feel complicated, especially when you're sorting through conflicting advice about investing, debt, saving, taxes, and retirement. I love cutting through that complexity and turning it into clear, actionable next steps.
My goal isn't for you to spend more time thinking about your finances; it's the opposite. I want you to understand what you're doing and why, feel confident in your plan, and put your financial worries to bed so you can focus on the things you actually care about.
I live in New York City, where I also work as an actor. I'm an avid traveler and foodie and will take just about any excuse to experience a new country, culture, restaurant, or hole-in-the-wall spot. Those experiences remind me why financial planning matters in the first place: money isn't the goal. It's a tool for building a life you're excited to live
Credentials
Certified Financial Planner
Investment Advisor Representative
Education
BFA, University of Southern California
Financial Planning Certificate Program, Bryant University/Boston Institute of Finance
Experience
2026–Present: Financial Planner, Aptus Financial
2025–2026: Associate Financial Planner, Aptus Financial
2024–2025: Financial Wellness Coordinator, Aptus Financial
2023–2024: Executive Assistant, Aptus Financial
2021–2023: Freelance Writer
Expertise
Student Loans and Public Service Loan Forgiveness (PSLF)
Cash flow systems
Debt management and repayment strategies
Tax-efficient investing