For more than 20 years, I built a successful career in sales and mortgage origination, helping individuals and families navigate some of the most important financial decisions of their lives. What I learned during that time is that people may remember the outcome, but they never forget how you made them feel throughout the process.
That perspective continues to shape the way I approach my role at Demery Wealth Advisors today.
I joined the firm in July 2025 as Vice President of Marketing & Client Development after making the decision to step away from a long and rewarding mortgage career to help grow the business my husband, Kiley, founded in 2017. It was a leap of faith rooted in purpose, vision, and a shared belief in building something meaningful together.
At DWA, I lead marketing strategy, client development, branding, events, and the overall client experience. My passion lies in creating genuine relationships, thoughtful experiences, and meaningful conversations that help people feel informed, valued, and confident in the decisions they are making.
I believe financial guidance should feel personal, not transactional. Whether hosting an event, welcoming a new client, or helping shape the future vision of our firm, I strive to bring warmth, clarity, creativity, and intention into everything I do.
As a husband-and-wife team, this business is deeply personal to us. We understand that behind every financial decision is a family, a business, a dream, or a future someone cares deeply about. That understanding shapes the way we serve our clients and the level of care we bring to every relationship.
Outside of work, I love spending time with our family, supporting our daughter Amaya in her passion for dance, traveling to Mexico and other bucket list destinations with my family, exploring wellness and healthy living, and gathering with close friends over great food, wine, and meaningful conversation.