I am a CERTIFIED FINANCIAL PLANNER® professional with a background in private banking and wealth management. I spent three years at J.P. Morgan Private Bank working with high-net-worth individuals, followed by my current role as a Wealth Advisor at Gregory Ricks & Associates.
My professional focus is retirement planning, including investment management, income strategies, tax planning, healthcare considerations, and estate planning.
I’m especially passionate about financial literacy and believe that everyone deserves clear, practical education to make confident financial decisions—regardless of income or background.