At Hilltop, my days are filled with diverse responsibilities focused on helping clients achieve their financial aspirations. Whether I’m deep in financial planning, crafting strategic tax strategies, or facilitating transition planning, my main goal is always to prepare clients for life’s inevitable ups and downs. For me, this work isn’t just a job—it’s a passion deeply rooted in my upbringing. I grew up in a household where retirement planning was nonexistent, and I saw firsthand the impact of financial uncertainty. This upbringing drives my commitment to providing holistic financial planning and education, empowering clients to realize their financial dreams.

In 2020, I decided to join Hilltop and integrate my 15 years of experience with the firm. I chose Hilltop because of the firm’s fiduciary values and comprehensive, holistic approach to financial planning. Since joining Hilltop, I’ve continued to expand my knowledge, especially in navigating the nuanced landscape of retirement planning for my clients.

Many of my clients, once unsure about their retirement prospects, have found clarity and confidence through our holistic approach to financial planning. Witnessing their transformation from uncertainty to certainty in retirement is immensely rewarding—a testament to the impact of comprehensive financial planning.