About Me

I am proud to hold the esteemed CERTIFIED FINANCIAL PLANNER™ designation, which signifies expertise in all areas of financial planning. This includes cash flow and debt management, retirement savings and income planning, risk management, insurance planning, investment strategies, tax planning, and estate planning. Additionally, as an Accredited Portfolio Management Advisor (APMA™), I specialize in crafting, managing, and growing investment portfolios tailored to your unique goals. I bring a strong academic background with a Master of Science in Finance (MSF), which equips me with the expertise to navigate complex financial landscapes and excel as both a financial advisor and business owner.

At Wood Opal Financial Advisors, my mission is simple yet profound: to empower clients to achieve their goals through reliable, stable, and uniquely tailored planning solutions. My approach is centered on getting to know and understand your needs, wants, and long-term goals. From there, I work with you to develop, implement, and monitor a strategy designed to address your unique financial situation.

I understand the challenges families face today. From managing debt to saving for college to preparing for retirement, personal finance can often feel overwhelming. That’s why my commitment is to leverage all available resources to help you pursue your goals with confidence and clarity.

I believe in thinking “outside the box” and am not afraid to challenge conventional wisdom when it comes to investing and preserving wealth. Every ounce of my energy, commitment, and effort is focused on you, the client, and your satisfaction. Together, we will create a financial plan that’s as unique as you are, giving you the peace of mind to embrace your future.