What do you think makes Bloom special?
At Bloom, we’re more than just a financial firm—we’re a family, and that feeling extends to everyone who walks through our doors. As a family-owned business, we take pride in truly listening to both our clients and our team members, making sure everyone feels heard, respected, and understood. We never cut corners when it comes to service, and we hold ourselves to the highest standards of integrity in everything we do. It’s that commitment to personal relationships and ethical guidance that sets Bloom apart and makes this such a special place to be.

What did you do before you joined Bloom?
Before joining Bloom Advisors, I worked as a staff accountant, where I was responsible for preparing tax returns for a diverse range of businesses and individuals. I also managed company books and handled monthly financial statements. Prior to that, I worked in personal finance at another local financial planning firm, where I helped individuals and families plan for their futures. My experience in both tax and wealth management means I’m able to offer our clients truly comprehensive support—bringing together the best of both worlds to help them achieve their goals.

What do you like to do in your free time?
Outside of work, my greatest joy is spending time with my family. I have two young sons and a wonderful husband who mean everything to me. Whether we’re exploring a new place together, cooking up something delicious in the kitchen, or simply enjoying a quiet evening at home, I cherish those moments. I also love to travel whenever I can—it’s always exciting to experience new cultures and make memories together.