Meet the Team
By guiding and educating our clients on their financial life we help elevate and empower them to have confidence in their financial future.
Creating a solid financial plan is a team effort; not only do we work with our clients to ensure we're creating a financial plan for their current and future lifestyles...our office staff is dedicated to making the entire process as seamless as possible.
We encourage our clients to reach out to us with any questions or concerns they might have. No issue is too small when it comes to feeling secure about your finances and your future goals.
Founder & Financial Advisor
The cornerstone of Accrue Financial Services is education; I believe that by keeping the lines of communication open with my clients, they gain confidence that the steps they’re taking now will help them with their future goals. After working with me, my clients know that financial planning is not just about the numbers – that’s because we’ve had many conversations about their core values and goals. I know exactly what they want for themselves and for their loved ones and help them create a plan that is completely unique to them.
Giving my clients the best experience possible and empowering them with everything they need to know is my priority. That’s why I not only completed my Bachelor of Science in Finance and received Masters of Business in Business and Accounting, I also have the ChFC® designation (Chartered Financial Consultant). CLICK HERE for more.
Client Fulfillment Professional
I’ve always been passionate about working in the financial industry and for the past six years I’ve enjoyed helping advisors who are dedicated to creating more fulfilling lives for their clients. My personal goal is to continue to learn and grow within the industry; I’ve completed my FINRA series 7, 65, and 63 as well as the Life and Health Insurance exams.
Over the last few years, I’ve become proficient in account establishment, documentation, and process efficiency in order to streamline the experience for both advisors and clients. Working with Accrue Financial Services allows me to pursue my dream of helping others create a financial plan that fits their goals and lifestyle.