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About Fresh Wealth Strategies, LLC

Rooted in thoughtful planning—designed for growth.

I founded Fresh Wealth Strategies to offer a more thoughtful, personalized approach to financial planning—one built around people, not products or proximity.

I work with individuals and families across the country to create clear, coordinated strategies that support confident decisions and long-term growth goals.

Our Primary Purpose

My perspective on financial planning is shaped not only by experience, but by real-life insight.

Early in life, I saw firsthand how a lack of proper planning and preservation can impact a family’s financial independence. That experience continues to influence how I approach my work today—with an emphasis on thoughtful preparation, risk awareness, and helping clients feel confident through both expected and unexpected situations.

Before launching Fresh Wealth Strategies, I spent nearly eight years with Edward Jones, building a strong foundation in relationship-based financial planning.

Today, as an independent advisor, I’m able to provide more flexible, customized guidance—aligned with each client’s unique goals, priorities, and life circumstances.

How I Work

Financial planning shouldn’t feel overwhelming—or impersonal.

Financial planning shouldn’t feel overwhelming—or impersonal.

My approach is grounded in clear communication, thoughtful strategy, and long-term partnership. I work closely with each client to simplify complexity, align decisions, and build a plan that evolves as life changes.

Based in Washington and regularly working with clients in Tennessee and across the country, I offer a modern planning experience that combines personal relationships with the flexibility to connect wherever you are.


If you're looking for a more thoughtful, personalized approach to financial planning, let’s start a conversation.