My financial advising story began the year after I graduated college. I had worked my first "adult" job as an accountant for a year when it came time to do my taxes. I realized two things: that I had no idea how to do my own taxes and that I had no idea where all that income had gone. I began budgeting and tracking my daily expenses from that day on. Fast forward a decade and I began helping friends and family by showing them how I budget, what my philosophy on retirement is, and how I am accomplishing my financial goals. Personal finance became a passion of mine, and I decided to make a career change. I got my MBA in Finance, passed my Series 65, and now have become a CFP professional.
I am a fiduciary financial planner. I do not sell any insurance or financial products. I do not make any money off of commissions or referrals and will always have your best interest at heart. I'm a modern CFP professional for a modern world.