About Me

My journey into the world of special needs financial advising has been anything but traditional—but it’s been deeply intentional every step of the way. With a bachelor's degree in Special Education and a master's in Educational Leadership, I spent the first decade of my career committed to supporting individuals with special needs and their families. From classroom teacher to Head of School, I’ve worn many hats in the field of education, each one deepening my understanding of the unique challenges these families face.

Today, I wear a very specialized hat: that of a financial educator/representative. I now guide families of individuals with special needs through the critical process of building strong, thoughtful long-term financial plans. My background allows me to approach this work with both heart and expertise—bridging the gap between educational advocacy and financial strategy to help families feel empowered and secure in their future planning.