Like Dave Ramsey, my passion for financial planning was born out of watching someone I love struggle financially. My dad was a small business owner. He worked long hours and poured everything into his business. But despite all his efforts, he never seemed to get ahead.

In college, I studied economics to figure out why. One day during a lecture, my professor shared how working with a financial advisor completely changed his perspective. As an economics professor, he assumed he had everything under control. But the advisor showed him that while he had 14 oars in the water, they weren’t all rowing in the same direction—and that hit home for me.

I realized right then that my dad didn’t need more hustle—he needed a plan. That moment lit a fire in me. I knew I wanted to help people like my dad get clarity and direction. Just like Dave Ramsey has helped millions, I saw how powerful it could be to offer people a clear, step-by-step financial strategy.

That’s what drives me today: helping people make sense of their finances, get organized, and move forward with confidence.

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All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.