Achieve Financial Stability

I founded SNI Financial after nearly a decade of working in the service industry, where I led multiple large teams and noticed a troubling lack of financial knowledge among my peers and employees. Many individuals and families lacked the understanding and tools necessary to plan for their future or manage their finances effectively. I wanted to change that.

​

For too long, the idea of financial planning and investing has been seen as something complex and reserved for the wealthy. I started SNI Financial to break down that misconception. I’m passionate about offering a trusted, accessible service to help people navigate the world of finance and secure their financial freedom. I believe that no one should feel overwhelmed by their financial future, and I want to take that burden off my clients’ plates so they can focus on what truly matters—whether that’s their family, their passions, or their careers.

​

At SNI Financial, my goal is to provide a personalized, hands-on approach that empowers individuals and families to make informed decisions about their money, no matter their background or financial situation. I want to show that working with an advisor isn’t as expensive or intimidating as most people think.

​

Looking forward, I hope to see SNI Financial grow into a firm that not only serves more clients but also contributes to the broader mission of financial education. I envision partnering with state school boards to reintroduce financial literacy into our schools, ensuring the next generation is equipped with the knowledge and skills they need to be financially successful. Financial freedom should be accessible to everyone, and I’m committed to making that a reality for my clients and beyond.