Providing investment management as a tool to create a more sustainable and equitable world. I work with people who care about the environmental and social impact of their investments and want to align their finances with their values.
I am a financial advisor with the NI Louisville-based team at Just Money Advisors. I worked in the non-profit sector for 17 years before transitioning into my work in finance. I am excited to use my broad range of skills and passion for social justice in this field.
Services | Socially responsible and impact investment portfolio management ($250k minimum)
Location | Serving clients nationwide from Louisville, KY
I joined the Just Money Advisors team in 2023 and received my Series 65 licensure in 2024. With a background in social work and the nonprofit sector, I enjoy partnering with people who seek to effect positive change in the world with their financial resources.
After receiving a BA in Communication from Bluffton University, I completed one year of voluntary service at a multicultural community center in Louisville which led to the first phase of my career. I earned a Master of Science in Social Work from the University of Louisville. My work in the nonprofit sector included the administration of the refugee resettlement program in Kentucky for nearly a decade. On the finance side, my past work included managing federal funds, developing grant proposals and budgets, and coordinating a Volunteer Income Tax Assistance (VITA) site for three tax seasons.
Outside of work I enjoy hiking, photography, and spending time with my family. My spouse Joel and I are partners in life, parenting, and business.
Whether managing your retirement funds, planning for the future, saving for higher education or otherwise investing your money, I look forward to helping you achieve your financial goals while simultaneously working to make the world a more just and equitable place.