When I was seven, my dad passed away and left behind a lot of medical debt — even though he had life insurance. It could have been overwhelming. But my mom had a plan, and because of that, we were okay. That experience shaped how I think about money. It’s not something to chase or fear, but a tool to protect the people you love — even when life doesn’t go as planned.
I’ve been in the financial services industry for five years, and with New York Life for the last two. Before all that, I came from an engineering background (I’m not afraid of numbers), and I don’t guess. I run the math to make sure your plan actually works for your life.
When I’m not working with clients, I’m probably reading a good book or trying a new restaurant — I love exploring the Phoenix food scene with my husband. I also share my home (and most of my lap space) with Poppy, a very opinionated chihuahua mix who makes sure I take the occasional break.
Poppy is a chihuahua mix with strong opinions and zero patience for nonsense — especially walks. She prefers laps to leashes, snacks to structure, and her heated dog bed to just about anywhere else. As the Chief of Emotional Support Operations, she takes her job seriously: supervising from her pillow throne and loudly demanding that all meals be served on time.