I’m a business owner, financial planner, and tax nerd extraordinaire. I’ve always loved the fast paced nature of technology and startups, even as a boring old tax CPA. I often find myself in the space where investments meet tech and I love it!

In my past, I ran a venture debt Investment Team and traveled across the West half of the US to get to know startups better. Then, I became a Controller for a Series B startup and helped them develop an accounting department. My volunteer time was even focused on startups as a Techstars Mentor and Advisor to FinTech startups.

With the birth of my daughter, I needed to take a step back to keep her health a priority. That’s when SeedSafe Financial LLC became a reality! I decided to live my best life by supporting you through similar hurdles on your journey to wealth and financial freedom.

Originally from Dallas, Texas, I am a CERTIFIED FINANCIAL PLANNER™ professional, a Registered Life Planner® and is a CPA (Certified Public Accountant). I graduated from the University of Texas at Austin with a degree in the Business Honors Program and Accounting with a Masters in Professional Accounting. I worked in public accounting and then headed up the tax department for Dimensional Fund Advisors and became a Wealth Manager for Merriman before moving over to tech.

Outside of work, I get lots of family time with family bike rides, reading books together, and guiding my kids in discovering the world :). When we aren’t outside or at work/school, we can be seen trying new restaurants and parks while we wait out this season of life and yearn to be back at traveling far and wide! We previously lived in Luxembourg (yes, that tiny little country in Europe) for a few years as well.

Recipient of the 2024 AICPA Personal Financial Planning Standing Ovation Award.