Founder / Owner

I am the Founder and Owner of Global Impact Wealth Management, LLC. With over 25 years of experience in the financial services industry, I specialize in helping individuals, families, and institutions navigate financial planning and asset management with clarity and confidence. I am a CERTIFIED FINANCIAL PLANNER™️ professional, a Certified Investment Management Analyst (CIMA®), have an MDiv, and am completing my PhD.

I’m passionate about partnering with clients to craft personalized strategies that align their financial resources with their life goals. Whether they’re planning for retirement, funding education, or giving generously, I love helping people move from complexity to clarity.

My family and I love to travel, and with friends and loved ones spread across the globe, I founded a firm designed to serve clients coast to coast (and even internationally) providing high-level service while remaining geographically flexible. I am truly trying to live out the goal of being Financially and Geographically Flexible to Live Missionally.