As the Senior Relationship Manager at 1.oak Financial, my role is centered around deepening client relationships and ensuring every client’s one of a kind financial life runs smoothly behind the scenes. I manage client accounts, facilitate ongoing service needs, and make sure our clients have clarity and confidence in their financial plan. My focus is on keeping things organized, accessible, and aligned with each client’s evolving goals and stage of life.

I’m licensed in general life and insurance, and am continuing my education to become a Certified Financial Planner (CFP). I will finish night school in 2025 and be taking my state test in 2026. Expanding my education in financial planning and wealth management is something I prioritize year over year.

Before joining 1.oak, I spent over a decade in roles that all shared one common thread: helping people. I worked as a National Trainer, Licensed Massage Therapist, and Business Consultant— each position strengthening my ability to listen, educate, and support others through meaningful transitions.

Outside of work, I’m a proud mom of two who inspire me to build a life grounded in stability, purpose, and peace. My background in finance gives me the confidence that we’ll always be okay— and it’s incredibly fulfilling to share that same sense of confidence and clarity with every client I meet.