,CFP®, ChFEBC℠, CDFA®
What do you value most in your client relationships?
Getting to learn about my client’s journey on how they got where they are today. Everyone has a unique path and the way they get there is fun and interesting to learn.
What sparked your interest in financial planning?
My senior year of college I interned at a fee only RIA where it was just two advisors. Both advisors had such passion for their job and the industry that it rubbed off on me. Since I have graduated from college, this is the only profession I have known!
When you retire you’re going to…?
I am going to continue to spend as much time as possible on my bikes, whether it is on the road or mountain trails.
Where did you grow up?
I grew up in a small New England town outside of Boston but now reside in Asheville. I will forever be a fan of all Boston sports teams.
Certified Divorce Financial Analyst®, CERTIFIED FINANCIAL PLANNER®, Chartered Federal Employee Benefits℠
Loyola University Maryland
BBA, Finance
If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!
