Planning has always been an important part of my life. Growing up as a competitive gymnast, I learned early on the value of setting goals, staying disciplined, and adapting along the way. That mindset has carried into my career and continues to shape how I guide clients as they work toward their own goals.

I believe financial planning is not about predicting the future, but about creating a clear path forward and staying flexible as life evolves. I find great fulfillment in helping clients organize their financial lives and move confidently toward their long-term goals.

My experience has shaped a planning approach that is both practical and highly personalized. I actively apply many of the same financial principles in my own life that I guide clients through, which gives me a clear understanding of both the process and the challenges that can arise along the way.

Working with individuals and families across a wide range of life stages has reinforced my belief that effective planning goes beyond short-term decisions. It’s about building strong financial habits and maintaining a clear, adaptable framework that evolves as goals and circumstances change. My goal is to help clients feel confident in their decisions today while staying aligned with the future they envision.

Clients can expect a thoughtful, consistent approach grounded in understanding what matters most to them. Through Athena’s planning process, I take time to learn each client’s priorities, concerns, and goals so the advice we develop reflects their broader life, not just their finances.

I work alongside clients as a steady and reliable partner in the decision-making process, especially during uncertain or complex moments. My focus is on helping clients think clearly about their options, understand the trade-offs involved, and move forward with confidence. I also stay committed to ongoing learning so the guidance I provide remains relevant and well-informed

Through real-time modeling and scenario analysis, I help clients see how different decisions may impact their situation over time, turning abstract ideas into clear, practical next steps.

I’ve always been drawn to travel and learning about different cultures, something that started while growing up in Chicago and exploring its diverse neighborhoods and museums. That curiosity has grown into a strong interest in how people live around the world, and I’ve set a personal goal of visiting each country tied to my heritage, one trip at a time.

Outside of work, I enjoy documentaries that bring history and global perspectives to life, along with discovering music across all genres. Whether I’m planning my next trip or picking up a new interest, I look for ways to stay curious, intentional, and open to new experiences, an approach that carries into how I approach financial planning.