As Director of Operations at Vintage Financial, I lead the systems, processes, and service infrastructure that power our client experience. My role blends big-picture strategy with daily execution—making sure our advisors have the tools they need to deliver exceptional planning, and our clients feel supported, informed, and prioritized at every step.
I also bring a distinct voice to the leadership table. As a female leader in financial services, I’m passionate about creating a culture that reflects the diversity and values of the clients we serve. That means thoughtful communication, inclusive decision-making, and an unwavering commitment to client-first planning.
I earned my bachelor’s degree from the University of Dayton and have built my career around operational excellence—translating vision into action, and strategy into systems that work. I’m proud to be part of the firm’s long-term succession plan, and I’m invested in shaping how we grow, who we serve, and how we deliver lasting impact.
Outside of the office, you’ll usually find me with my husband and our two young kids—exploring, adventuring, or tackling home projects in between Packers games. Midwest roots, spreadsheets, and a well-run calendar: that’s my happy place.
In a business built on trust, I believe operations are where promises become reality.