With a passion for helping individuals and families achieve their financial goals, I founded McCown Financial Group to bring clarity, confidence, and direction to financial planning. My approach is centered around understanding your unique story and collaborating with you to design a customized roadmap for your financial future.
After nearly a decade in the restaurant business, I began my career in financial services in 2011. I was drawn to the opportunity to make a meaningful impact in my community through a career that combines entrepreneurship with helping others. At McCown Financial Group, we go beyond the numbers. We focus on a collaborative discovery process to uncover your current financial situation and future aspirations.
Credentials & Experience:
FINRA Series 6, 63, 65, 7 certified
MDRT Qualifier (2024)
Over a decade of experience in financial services
B.S. in Psychology
M.A. in Religion
Personal Note: When I’m not working with clients, you can find me training for my next marathon, volunteering with my kids' band and sports activities, or contributing my time to my local church. These activities help me stay balanced and bring fresh perspectives to my work.
With over 20 years of experience in executive administration, I’ve had the privilege of working in both the telecommunications industry and higher education. My true passion, however, lies in financial services. At McCown Financial Group, I enjoy working closely with individuals and families, helping them understand our process and mission, and ensuring they feel supported every step of the way.
As Director of Operations, I’m fortunate to be in a role that allows me to oversee daily operations while assisting both clients and professionals in the financial space. My background in communications has been instrumental in creating a smooth, efficient, and welcoming experience for those we serve.
Credentials & Experience:
Over 20 years of executive administrative and operational leadership experience
Background in telecommunications, higher education, and financial services
B.A. in Communications, Mary Baldwin College
Personal Note:
When I’m not in the office, you’ll find me outdoors—boating, hiking, or tending to my garden. I find inspiration and balance in nature, which carries over into my work and interactions with others.
"Our mission is to empower our clients through a collaborative discovery process, helping them define their financial goals and create a clear, actionable plan. We are committed to guiding our clients every step of the way—designing personalized strategies, providing tools for easy progress tracking, and continuously refining the plan to adapt to life's changes and new aspirations."
We begin with an open, judgment-free conversation about your story, values, and goals. This is where understanding and trust start to form. You'll share what matters most to you-whether it's retirement security, legacy planning, or simply feeling confident about your financial decisions.
There's no jargon, no pressure, and no assumptions. We're here to listen deeply and understand what success looks like through your eyes. This conversation lays the foundation for everything that follows, ensuring your plan is truly yours.
We build and present a plan that aligns your resources with your goals, using education and visual tools to ensure clarity in every decision. This is where strategy meets personalization. Your plan will address retirement projections, tax efficiency, investment allocation, risk management, and estate considerations-all tailored specifically to you.
We'll walk through each component together, explaining the "why" behind every recommendation. Our goal is for you to understand your plan completely, so you feel confident in the decisions you're making. Financial planning should never feel like a black box; it should feel empowering.
We build and present a plan that aligns your resources with your goals, using education and visual tools to ensure clarity in every decision. This is where strategy meets personalization. Your plan will address retirement projections, tax efficiency, investment allocation, risk management, and estate considerations-all tailored specifically to you.
We'll walk through each component together, explaining the "why" behind every recommendation. Our goal is for you to understand your plan completely, so you feel confident in the decisions you're making. Financial planning should never feel like a black box; it should feel empowering.
We build and present a plan that aligns your resources with your goals, using education and visual tools to ensure clarity in every decision. This is where strategy meets personalization. Your plan will address retirement projections, tax efficiency, investment allocation, risk management, and estate considerations-all tailored specifically to you.
We'll walk through each component together, explaining the "why" behind every recommendation. Our goal is for you to understand your plan completely, so you feel confident in the decisions you're making. Financial planning should never feel like a black box; it should feel empowering.
Your plan comes to life. As circumstances change, we revisit, adjust, and celebrate progress-keeping you aligned with your evolving goals. Life doesn't stand still, and neither should your financial strategy. We'll schedule regular check-ins to monitor progress, address life changes, and make course corrections when needed.
Whether it's a career transition, a new family member, or shifts in the market, we're here to adapt your plan accordingly. This ongoing partnership ensures you're never navigating alone. Together, we'll celebrate milestones and tackle challenges with confidence.