When my wife was in medical school and our first child was on the way, it was so comforting to meet with a financial advisor and receive guidance specific to our lives. I became a financial advisor because I wanted to be able to support people in that way – to help them use money as a tool to live their best lives.
I love helping clients feel good about spending money on things that are important to them. After one particular meeting we had with a client, it warmed my heart to hear how fulfilled she felt when booking their next family vacation because she no longer felt bad about spending the money.
What experiences do I bring to my work helping clients?
I am a care provider and educator at heart. I’ve worked as a physical therapist, fitness instructor, and higher education instructor; I see my current work in much the same way – with a core theme of empowering, teaching, and helping others.
Racial justice and educational equity.
CERTIFIED FINANCIAL PLANNER™ professional, CFP Board of Standards
MS, Human Movement Science, University of North Carolina at Chapel Hill
BS, Physical Therapy, State University of New York at Buffalo
