Before we meet, I’d like to share a bit about my background and what led me to focus so deeply on retirement income planning.

Early in my career, I played a key role in managing a regional branch for a national financial firm. It was there that I saw firsthand the confusion and pressure many individuals face when approaching retirement. I realized how critical it is to have a knowledgeable guide—someone who not only understands the financial landscape, but who genuinely cares about building long-term, trusting relationships.

That realization led me to specialize in retirement planning, with a deep focus on income distribution strategies, pension optimization, and annuity planning. Today, through Five Pathways Financial, I help individuals and families navigate these complex areas with clarity and confidence. My goal is to ensure every client feels educated, confident, and supported as they transition into retirement and beyond.

In addition to my role at Five Pathways, I proudly serve as the Director of Enlighten—a women-focused division designed to support, educate, and empower women through every stage of their financial journey. Enlighten was created by women, for women, and it’s where my heart truly lies. I’ve seen how many women feel overlooked or overwhelmed in financial conversations, and I’m passionate about creating a space where they feel heard, confident, and fully in control of their financial future. Whether it’s planning for retirement, navigating a life transition, or building long-term independence, Enlighten offers the care, clarity, and connection that women deserve.

When I’m not working with clients, you’ll usually find me spending time with my two amazing daughters, Shyla and Laci, or chasing around my two wild pups, Koda and Taz. I love diving into a good crime novel, experimenting in the kitchen, hitting a hiking trail, or—let’s be honest—rewatching The Office for the hundredth time (because it never gets old!). Life’s all about balance, and I bring that same energy and joy into the work I do with each client.