Most of us have had an “aha moment”—an experience that quietly shifts everything. I’ve had three. Each one changed how I live,

how I work, and why I’m so committed to helping others navigate life’s turning points with clarity.

My first moment happened in a Financial Advisor’s office.
My husband and I were there for a routine review—but

the advisor never once acknowledged me. He didn’t ask

for my input, my questions, or my concerns. I left that meeting with a pit in my stomach, wondering, What if something happened to Karl? Would I even know what to do?
That day changed how I saw the role of an advisor—and planted

a seed to become one who sees the whole person,

not just the numbers on a page.

My second moment happened at a funeral.
The man being honored was a neighbor, a husband, a father.

And his Financial Advisor—yes, his advisor—was asked to speak. Not because of money. But because of trust. Because he had walked with the family through seasons that had nothing

to do with markets or returns.
That was when I knew I wanted to do more than just manage spreadsheets. I wanted to build relationships that matter.

The third moment was sudden and heartbreaking.
A close family friend passed away in his 30s, leaving behind a wife and three young children. No savings. No plan. No safety net. Watching them try to navigate that loss without financial direction… that cemented my “why.”

Before financial planning, I worked as an engineer and then shifted into marketing—but something was always missing.

I wanted my work to feel personal. Purposeful. Real.

Now, I help individuals prepare for life’s transitions—job loss, retirement, caregiving, divorce, or the death

of a loved one—so they’re not left wondering

what to do when everything changes.

It’s why I’m here—to help you BEE financially prepared for today and the uncertainties of tomorrow.