We've assembled what we think is a group of the brightest and most caring financial planners and investment professionals in the country. They each have an interesting personal story and reason they got into this business. We thought you'd like to get to know them a little better. (take a look at our NAPFA financial planner interview)
One thing I'm doing to help the planet
I stopped buying water bottles and started using a filtration system at home.
Outside of work, my passions include
Traveling, cooking, swimming, reading, and spending time with my family.
One goal I'm saving for
Taking a long trip through Europe (Italy, France, Greece)
The primary way I'm advancing my career knowledge
Attending conferences and studying for my Registered Paraplanner designation and the Series 65 exam
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