I bring firsthand insight into educator retirement planning through eight (8) years of experience as a classroom teacher and two (2) directly assisting Executives at the Department of Education. Having worked directly in education, I understand the real-world questions and decision points teachers face when planning for their financial future.

At BTO Financial Group, I play a key role in shaping our teacher-focused planning approach. My experience helps ensure our plan package recommendations are grounded in how educators actually think, evaluate options, and make decisions—not just in theory, but in practice.

I also serve as an internal advisor on educator mindset, priorities, and communication. Through a strong professional network that includes senior officials within departments of education, I help keep our strategies aligned with the realities of the education system.

My experience spans public schools, private institutions, charter schools, and education-related business services. This perspective helps ensure our teacher retirement guidance remains clear, relevant, and authentically educator-centered.