At IndieVaults, I built Pathway Finance to help independent contractors navigate unpredictable income, tax situations, and retirement planning. I assess clients’ financial goals and create tailored solutions, including guidance on business structure, tax-saving strategies, and retirement planning.
As Founder & CEO of Employee True Value, I worked to validate an employee benefits communication platform for small and mid-size businesses. I collaborated with developers and designers on product development and engaged early customers to gather feedback and refine the solution.
Earlier, as a Financial Professional at Hunken Financial Group and New York Life Insurance Company, I built client relationships through consultative selling and needs analysis. I also helped design executive benefit packages and organized employee learning sessions.

