1. I love helping people solve their problems! All types of problems honestly, but I’m most qualified for the financial ones. I realized I truly missed helping clients solve their financial dilemmas and find success.
2. Plan execution is so important. I was tired of seeing so much financial information out there without a lot of attention to RESULTS!
3. To have some fun! I take a non-judgmental approach to consulting and love finding new ways to motivate clients and build real connections.

Holistic is a term used to describe a method that takes a wide view. For example, when I meet with clients I don’t look just at your net worth or budget. I like to factor in all the things that make up your life- from health to hobbies to family. I believe that your finances work best when they are working together. For example, you could have a great savings rate but a poor investment portfolio. If all the wheels aren’t turning in the same direction, you’re not getting the benefits of your hard work!

I started my banking and finance career for a national bank in 2011. I worked with hundreds of clients as a banker and learned everything I could about personal finance to help my clients better. My last client facing role in Private Banking including helping affluent clients (millionaires) create plans to accomplish their financial goals—which tended to be much more complex and have many moving parts. Today I still work in finance for an international bank, managing a variety of projects.

My credentials include:

MBA with a finance focus

S.A.F.E Registered (NMLSR) Loan Officer

FINRA Series 66 & 7 (Investing licenses)

FINRA Arbitrator

Life Insurance License

Certified Financial Planner Certificate

Accredited Financial Counselor®

Real Estate Investor

Self made multi-figure investment portfolio

13+ years of experience working in finance

I know a lot of finance experts say financial freedom, financial independence or relate to the FIRE movement. The truth is, most of us will be tied to our money forever. Whether we’re working a day job, starting our own business, or retired. Even if you have a lot of passive income, you still want to manage it correctly or it will run out! So, technically we all have to have some sort of relationship with money- we’re never really ‘free’ or independent’ of it.

In my opinion, I’d rather just be well with whatever stage I’m in with my money right now and I think that’s a very attainable goal for all of us.

1. I keep it simple. You’ll find a ton of complex charts and graphs and budget templates selling online to help you better manage your finances. My spending plans typically have 5 categories and honestly I hate the word budget.
2. I have years of experiences working with all different types of people and their money. So I can give you lots of different ideas and examples of plans that have and haven’t worked for others.
3. Personal finance is…. Personal. So no one-size fits all finance here. I aim to provide you with specific instructions that you will actually be able to implement- and continue to implement in your life.

Well, yeah.

I love traveling, spending time with loved ones, good food, live music, yoga, dogs, and being out in nature in general. So, hit me up if any of these are some of your hobbies or loves too!