Hello

From the bustling streets of Chicago to the serene landscapes of the Pacific Northwest, my journey has been one of discovery and growth. It all began when I moved to the PNW, and it was here that I planted the seeds of my financial career. My first step was working as a 20-hour teller at Chase, a humble beginning that sparked my passion for finance and the world of banking.

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As I moved through various roles, focusing primarily on consumer banking, I realized that my true interest lay in something deeper: helping small businesses thrive. It was in this space that I found my calling. The energy, the challenges, the opportunity to truly make an impact—small business became my passion. Over the years, I honed my skills, spent over a decade in the banking world, and eventually struck out on my own to provide business owners with financial guidance and strategy.

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In my time working with banks, I often served as a liaison between clients and the bank, helping bridge the gap between business owners’ needs and the bank’s services. This experience deepened my understanding of both sides, and it became clear to me that small businesses need more than just financial services—they need someone who truly understands their unique challenges and opportunities. This role allowed me to provide the best of both worlds: the expertise of the bank and the personalized approach that business owners deserve.

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Today, I’m proud to work alongside business owners, helping them navigate the complexities of finance and sales. Together, we create custom strategies to improve revenue and foster sustainable growth. But it’s not just about numbers—it’s about people.

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Being part of a small community, I’ve worked hard to build relationships with local business owners, employees in business development roles, and even nonprofits. I’ve learned that to be a successful business owner, you need more than just a good strategy; you need your community. That’s why I am committed to showing up for mine, supporting its growth, and helping others do the same.

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When I work with business owners, my focus isn’t just on their bottom line—it’s also about helping them understand and embrace their value within their community. Together, we build not only stronger businesses but stronger, more interconnected neighborhoods. Because at the end of the day, business is not just about profits; it’s about people and the communities we build together.