Prior to launching Crystal Oak I worked at a national RIA in Dallas, Texas where I focused on crafting custom investment portfolios for the clients I served. I began my career in 2018 as a transplant to San Antonio, Texas working with a boutique financial planning firm. I developed my passion for the financial planning profession as a student at Texas A&M University where I worked as a peer advisor at the university’s Money Education Center and contributor on the 2016 & 2017 Financial Planning Association’s Financial Planning Challenge.

As your wealth advisor, I am committed to helping you achieve the goals you’ve shared with me. Much like a personal trainer provides structure and accountability, I serve as an accountability partner for your finances. The CFP® mark following my name means I am a CERTIFIED FINANCIAL PLANNER professional trained to deliver objective advice, comprehensive planning, and education that empowers you to make informed financial decisions.

In 2025, I relocated to Northwest Arkansas with my fiancé, Sydney, along with our cat, Kitty, and dog, Willow. Once again a transplant, I have made it a priority to integrate myself into the NWA community. Since moving, I’ve gotten involved with a local Rotary chapter, Toastmaster’s group, and area Chamber of Commerce. I am also learning if I want to embrace the local lifestyle I will need to get a mountain bike so I can explore the Razorback Greenway and other regional trails.

Crystal Oak is set-up to work with clients in-person or virtually through secure Zoom meetings. While I am based in Northwest Arkansas, I believe it is important to shake hands with every client I work with. Regardless of your locale or region, if my firm or my story resonates with you, I am excited to work with you.