I’m the President of LifePlan Investments, leading a purpose driven team dedicated to helping advisors protect and empower their clients with clarity, compassion, and integrity.

My journey began years ago as an executive assistant to a financial planner and one client changed everything for me. What started as a routine policy review became a life changing reminder of how much impact we can have when we truly care. That experience opened my eyes to what it means to serve with heart, not just process paperwork.

Today, I oversee operations, strategy, and advisor management, ensuring our team and partner advisors have the tools, support, and compliance guidance they need to provide unbiased, client first financial and insurance solutions.

At LifePlan Investments, we believe in more than just numbers we believe in being the unseen angels who help protect families, guide financial peace, and fulfill dreams that last beyond a lifetime.

Plan. Build. Protect. that’s our promise, and it’s the reason I do what I do every single day. Always open to connecting with advisors, partners, and professionals who share the same heart for service.