I help families and individuals create actionable plans to get the most out of life by refining and focusing on what is most important to them. I see managing wealth as much more than managing money—wealth is your money, your time, and your energy.
After graduating from Creighton University with a degree in financial planning, I worked with a Forbes Best in State Wealth Advisor in Omaha, Nebraska. While I learned a lot about financial markets and investments, I was most captivated by how people felt about their wealth. Because of this, I pursued a master’s degree with a focus on behavioral finance and financial psychology.
Through my journey, I’ve been blessed to work with and learn from many wonderful people, and I’m excited to be a part of Root’s mission to help people get the most out of life! I believe the greatest benefit I can give to others is realizing that I simply could never know everything. Understanding that what each person wants out of life can be incredibly different is a humbling experience, and I relish the opportunity to support you in your unique journey.
Growing up in Saint Joseph, MO, a small town outside of Kansas City, taught me so much about being a part of and supporting a wonderful community. Now living in Chicago, IL, the challenge has been figuring out how to explore everything it has to offer! I love live music, a well-made cocktail, and learning as much as I can about communication, psychology, leadership, philosophy, and anything to do with how we think and feel.
