,CFP®
How do you caffeinate?
My go to is an iced coffee or cortado. When it gets too cold out, then an Earl Grey or Hibiscus tea is perfect to warm me up.
What sparked your interest in financial planning? What fuels you every day in your work?
I originally wanted to study psychology to help give people the guidance to achieve their best outcomes and overcome anxieties. A client’s financial picture is also deeply personal, but shares a lot of similarities to psychology regarding human behavior, rationale, and happiness. Our relationship to money and how we use it as a tool to achieve our goals is endlessly fascinating. Seeing the clarity and advice we provide fuels my desire to give our clients the best chance for success.
What do you enjoy most about working at Modera?
The people are the best part of Modera. I am constantly learning new things and perspectives every day from the team.
When you retire you’re going to…?
I am studying Italian and would love to retire there in the future; preferably to a walkable city or town filled with history and ideally not too far from the sea.
