BACKGROUND

I graduated from the University of Michigan with a B.S. in Economics and minors in Statistics and Quantitative Methods. While there, I interned at Pearl Planning in 2023 and stayed on through summer 2024. Now, as an Associate Financial Advisor, I help update financial plans, provide ongoing support, and guide clients as they work to understand their finances and pursue their goals.

Early in my internship, I discovered what I loved most about this industry: applying numbers and analytics to help people. Since then, I've completed my Certified Financial Planning education and will sit for the CFP board exam in March 2027. I’m excited to be back at Pearl Planning, where I get to pair analytical work with the personal side of financial planning. Outside of work, I volunteer as a coach for Michigan’s Men’s Rowing team and am an avid endurance athlete with marathons, triathlons, and the Head of the Charles Regatta on the horizon.