From Dentistry to Finance: A Journey Rooted in Service and Purpose

Born and raised in Washington State, I developed a profound appreciation for the outdoors and the importance of family. These values have been the cornerstone of my personal and professional life. For many years, I dedicated myself to dentistry, helping individuals achieve healthier smiles and, by extension, better lives. The ability to make a tangible difference in someone's well-being was incredibly fulfilling.

However, as time passed, I realized that my passion for service could extend beyond the dental chair. I sought a field where I could help individuals and families navigate the complexities of financial planning, empowering them to secure their futures and achieve their dreams. This led me to finance-a field that, much like dentistry, is centered around trust, care, and making a lasting impact.

Now, residing in North Carolina, I am excited to be part of the Alliance. This organization aligns with my values of integrity, collaboration, and client-centered service. Here, I can combine my background in healthcare with my passion for finance to offer  solutions that address both the financial and personal needs of my clients.