I bring a thoughtful, analytical, and relationship-driven approach to financial planning, with experience in fund accounting, investment analysis, retirement planning, and client relationship management across both large institutions and boutique advisory firms. At Pearl Planning, I work closely with clients to build personalized strategies that integrate investments, tax awareness, and long-term planning, always with a focus on education and empowerment.

Money touches nearly every part of our lives, yet many people are never taught how to truly understand or feel confident using it. I see money as a tool, and my goal is to help clients use it to support the life they want to live.

Financial planning shouldn't feel confusing or intimidating. We talk through saving, investing, retirement, and taxes in plain language, so nothing feels overwhelming. I'm deeply passionate about financial education, and I believe pairing it with planning helps clients build lasting understanding and make decisions with real peace of mind.