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.
MS, Human Movement Science, University of North Carolina at Chapel Hill
BS, Physical Therapy, State University of New York at Buffalo
