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Location
Durham, NC
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Experience
10+ years
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Credentials
CERTIFIED FINANCIAL PLANNER™
- Chartered SRI Counselor™
- MBA
I have been working in the financial planning and community investment field for over a decade.
I grew up in Colorado, where I learned to love nature and an active lifestyle. I went to college in California for my undergraduate degree, and graduate school in Paris, France. I now call North Carolina home. In graduate school, I fell in love with studying money and economics. I wrote my thesis on microfinance and learned about the incredible impact money can have in our lives. I eventually found my way to personal finance and haven’t looked back since.
I am passionate about education and sit on the board of a liberal arts college in Indiana, Goshen College. I also serve on an investment committee that manages a pooled endowment fund that supports several educational institutions. I haven’t met a degree or certificate that I don’t love, and I really value learning in all formats.
I enjoy exploring the North Carolina beaches and mountains in my free time, eating a good meal, and investing time with friends and family.
Team Canopy
Canopy Team
Rooted in collaboration and elevated by achievement, Team Canopy brings a wide-reaching perspective and strong, steady support to every client relationship. As winners of the 2025 Root Olympics, they know how to show up when it counts—but more than that, they represent what it means to grow and thrive together.
At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.
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