I am a tax professional and financial planner with over a decade of experience helping individuals and business owners navigate their financial decisions with clarity and care.

I began my career in public accounting and later worked as a tax accountant at a large construction company. I also owned and operated my own small business preparing tax returns and providing tax planning advice to individuals and small business owners across a wide range of situations.

Along the way, I spent several years working in product management roles in educational products and on tax software. That experience strengthened my ability to translate complex rules into practical guidance and products used by thousands of people. I’ve also remained closely connected to community-based tax work through my volunteer service with AARP as a Tax-Aide Counselor.

I founded SteadyRise Financial to bring all of this experience together. My approach is thoughtful, collaborative, and focused on helping people feel confident in their decisions. I believe good financial planning should feel supportive, not overwhelming.

SteadyRise Financial operates on a fee-only basis. That means I’m paid directly by clients for my work. There are no commissions, no insurance sales, and no incentives beyond doing what’s right for you.