What do you value most in your client relationships?
I value getting to know my clients as people, especially their values, goals, and dreams. This connection helps me tailor financial plans that truly fit their lives.
What sparked your interest in financial planning? What fuels you every day in your work?
My dad peppered in finance lessons while I was growing up, from saving part of what I earn to tracking expenses to investing. Throughout college and early adulthood, my “fun” non-fiction reading was about music, education, psychology, and finance. Wealth management incorporates 3 of these areas.
When you retire you’re going to…?
Hike, play music, travel, and learn something completely new where I can be a true beginner.
Where did you grow up? Where do you live now?
I grew up in Connecticut, spent my 20s in Vermont, and now live in Towson, Maryland.
Ithaca College,
Master of Music Education
University of Delaware,
Bachelor of Music Education
Minor in Jazz Studies
I play flute and saxophone in local music groups including a flute trio and a few jazz bands.
