What do you value most in your client relationships?
In any relationship, trust is the most valuable component. I strive to develop my clients trust in me and feel confident that I will always prioritize their best interests.
What sparked your interest in financial planning? What fuels you every day in your work?
My interest in financial planning was sparked by the opportunity to help people plan for their futures and that their loved ones are prepared for whatever lies ahead. What fuels me every day is knowing that I am making a positive impact on people’s lives by helping them toward a sense of security and peace of mind.
When you retire you’re going to…?
When I retire, I dream of traveling the world and attending as many concerts as possible, preferably at Red Rocks!
Where did you grow up? Where do you live now?
I grew up in Denver, CO. When I moved to the East Coast for school, I fell in love with the area and decided to make it my home.
Bentley University
B.S., finance with a concentration in financial planning
