Our Team



Associate Advisor

My role at TFA

As an Associate Advisor, I support several advisors in developing and monitoring our client’s financial plans, assisting in meetings, and following up on planning recommendations and tasks. I recently passed the Certified Financial Planner™ exam and am completing the experience requirement.

My motivation

I am a firm believer in the power of financial literacy and the positive impact it can have on people in all stages of life. I want to advocate for better financial literacy through prudent financial planning, having seen how it can completely 180° a family’s future.

My life outside of TFA

I love working out – anything from early morning HIIT and weights to Pilates and long walks, I am always keen to keep moving throughout the day.

Having majored in theatre, I exercise my creative skills outside of work. Acting, singing, dancing as well as sewing, embroidery, and floral art fill up my time when I’m not working out or studying.

My husband is my best friend and I’m grateful for every day with him.

Favorite Movie

Harry Potter (all)

Favorite Book


Favorite Quote

I know that I know nothing - Socratic Paradox

Secret Skill

Theatrical makeup

Best Advice

A jack of all trades is a master of none, but often times better than a master of one.

We’re here to help you Live With Intention.

Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.

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