I work as the financial assistant at Clarity planning and wealth management alongside Jim and Zach because I genuinely love helping families feel organized, confident, and educated about their financial future.

With my background in education and my natural attention to detail, I enjoy simplifying complex processes and being a supportive presence for both Jim and our clients. Most importantly, I am a proud wife and mom of three who is fully invested in all my kids’ activities and love to be a part of their lives.