At KDI Wealth Management, our clients' success is powered by our dedicated team. Behind every engagement, every innovation, and every success are unique individuals driven by passion, purpose, and personal journeys. Our "Getting to Know You" blog series aims to pull back the curtain and introduce you to the remarkable team members who bring our firm to life.
I’m someone who finds so much joy in the simple, meaningful things in life, especially when it comes to my family. There’s nothing better than spending time with my grandkids—whether we’re playing games, sharing stories, or just enjoying each other’s company. Gardening is another way I find peace; there’s something so calming about being surrounded by the flowers and plants I’ve nurtured.
Baking is a little love language of mine—I get such joy out of whipping up cakes and sweet treats for my family, especially for special occasions. And then there’s my dog, Rooney, who’s my constant companion on long walks. He adds a playful energy to my days that I wouldn’t trade for anything.
Traveling with my husband is one of my favorite ways to make memories. Exploring new places together always feels like an adventure, and those shared experiences are so special to me. I’ve also taken up pickleball, which has been such a fun way to stay active and connect with friends. Whether I’m on the court or in the kitchen, I try to savor each moment and make the most of every day.
Being the Director of First Impressions at KDI Wealth Management feels like a natural extension of everything I love and value. Just as I nurture my garden or create sweet moments with my family, I strive to cultivate a welcoming and warm environment for everyone who walks through our doors. My time spent baking and traveling has taught me the importance of thoughtful details and lasting connections, which I bring to my role by ensuring all of my interactions are personal and genuine. Like my walks with Rooney or games of pickleball with friends, I approach each day with energy, care, and a commitment to making others feel valued. It’s about creating a space where clients and team members alike feel at home—just as I would want for my family, at home.
If you missed previous team member introductions, you may read them here: