I am the Director of Wealth Planning at ISTO Advisors, and I earned my CERTIFIED FINANCIAL PLANNER® certification in April 2025. I focus on building a world-class team of Planners to complement the Advising Team by completing research and detailed analysis for clients. Through a commitment to excellence and innovation, my team works diligently to develop strategies that fit each client’s unique needs.
I joined ISTO Advisors at the beginning of 2018. I graduated from the University of Alabama in 2016 as a member of the University Fellows Experience with my Bachelor’s degrees in Finance and Accounting. Before joining our team, I worked for PricewaterhouseCoopers, providing tax services to high-net-worth individuals and private companies.
I live in Metro Detroit and enjoy running, finding new restaurants, and spending time outdoors.
Why I joined ISTO…
I joined ISTO because of Paul. During my time interning for the firm and my time at PwC, he became a mentor to me. We kept in touch while I worked at PwC and when ISTO needed to hire their next person, Paul reached out to me. He knew that I was burnt out working during the busy season and he painted a picture of what my life could be and the great work that we do for clients. Our work is based on relationships and analytics and that resonated with me.
How I am In Service To Others…
How I am In Service To Others…
I am in service as a Wealth Planner because I help build a clear picture of our clients’ future. With that picture, they can make important decisions in their financial lives. If their financial picture isn’t ending well, they can make difficult decisions now to change the future or if their financial picture looks great, they can make decisions to be more charitable or spend more freely on the things most important to them.
The Core Value I resonate most with at ISTO is…
The Core Value I resonate most with at ISTO is…
Unwavering commitment to excellence and innovation…in everything we do. This Core Value resonates most with me because I think it is the cornerstone of the planning team. Our team is focused on creating analyses that help clients make decisions. Without accurate information, then the decisions clients make based on the analyses can be gravely wrong.



























