With a deep passion for guiding individuals and families toward financial clarity and confidence, I serve as a CERTIFIED FINANCIAL PLANNER® professional combining technical knowledge with a holistic, client-centered approach. My educational background in psychology and economics from Northwestern University equips me with a unique perspective on financial decision-making, helping clients navigate the emotional and behavioral aspects of wealth management. Beyond the numbers, I believe that financial planning is about more than just investments and spreadsheets—it’s about aligning money with life’s greater purpose. My master's degree in theology from Gordon-Conwell Theological Seminary allows me to bring a values-driven approach to advising, helping clients integrate financial strategies with their personal beliefs, long-term goals, and legacy aspirations. At the Keller/Minter group, whether working with individuals, families, or business owners, we strive to provide thoughtful, ethical, and strategic financial guidance tailored to each client's unique situation. By blending financial knowledge with a deep understanding of human behavior and personal values, we help clients make informed decisions that empower them to build meaningful and lasting financial legacies. My mission is to provide clarity, confidence, and a roadmap for financial well-being, ensuring that my clients not only achieve their financial goals but do so in a way that aligns with what truly matters to them.
Financial planning is about more than just numbers—it's about people, relationships, and meaningful conversations. Our approach is rooted in building trust through clear communication, active listening, and a deep understanding of each client's unique goals and values. By making complex financial concepts accessible and providing thoughtful, personalized guidance, we empower clients to make informed decisions with confidence. My role is not just to offer knowledge but to serve as a trusted resource, helping clients navigate life's financial complexities with clarity and purpose. Through a relationship-centered approach, we strive to create lasting financial strategies that align with what truly matters to my clients, ensuring they achieve both financial security and a legacy that reflects their values.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.