About me
As a Certified Financial Planner, I specialize in empowering women who are leaders in business, entrepreneurship, and professional spheres. My focus is on supporting those who are well-connected and influential within their communities, helping them navigate their financial journeys with confidence and clarity. By tailoring my approach to the unique needs of these dynamic women, I aim to provide strategic guidance that aligns with their personal and professional aspirations while focusing on tax optimization.
◼️ Cash Flow Management
◼️ Retirement Planning
◼️ Short, Mid and Long-Term Savings
◼️ Risk Management and Insurance
◼️ Education Planning
◼️ Business Planning
I can help you build a comprehensive financial plan that makes sure ALL the different pieces of your financial picture are working together as efficiently as possible toward your unique goals
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I am a fully credentialed CERTIFIED FINANCIAL PLANNER ™ Professional (CFP®).
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client. This means I have agreed to put your best interests first, so I can provide you confidence today and a secure tomorrow.
I grew up in Louisville and currently reside here with my Husband, Anthony, and our Black Lab. I attended the University of Kentucky and earned a Bachelor of Business Administration with a Major in Marketing and Minors in International Business and Finance. I have 10+ years in the Financial Services Industry. I earned my Certificate in Financial Planning from Northwestern University and earned the CFP® designation in 2023. When I’m not in the office, I can be found enjoying traveling, exploring new restaurants, skiing, and needlepointing.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Norton Children's Bourbon & Bowties™ Committee Member
I serve as a '24-'25 committee member for the Bourbon & Bowties™ event on Thursday, June 5, 2025. Enjoy music, hors d’oeuvres from Louisville’s top chefs and an auction to raise funds for Norton Children’s Hospital through the Norton Children’s Hospital Foundation. Norton Children’s Hospital Foundation is the philanthropic arm for Norton Children’s pediatric facilities and services. The foundation raises funds exclusively for Norton Children’s Hospital, Kentucky’s only full-service, free-standing hospital created “Just for Kids”; Norton Children’s Medical Center; and pediatric services at Norton Women’s & Children’s Hospital to support programs, equipment, new technologies, clinical research, child advocacy and health education for patients, families, medical staff and the community.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
