President, Financial Consultant & Wealth Planner
Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
I began my career in 2010 as a Financial Advisor with Waddell & Reed after many years in the financial services industry in the roles of real estate agent and mortgage banker. In 2021 Waddell & Reed transitioned to LPL Financial and I am currently the President, Financial Consultant & Wealth Planner for my DBA, Night Star Planning & Wealth Management. I offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.