Who I Am and How I Can Help

While everyone changes and evolves as we get older, there are two things that have remained constant throughout my life: a strong pull towards personal finance and a passion for helping people. I discovered my natural knack for numbers and interest in financial literacy in high school and in college. After graduating, however, I wasn’t inspired by the industry’s structure at that point. Independent advisors weren’t as common and I didn’t want to become a stockbroker or financial representative with a big corporate that required me to fulfill quotas or push clients into certain products. I instead chose to pursue a career a role in financial reporting and analysis in the retirement services industry. Learn more here.