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
Filtering my own water rather than buying plastic bottled water.
Outside of work, my passions include
Running, reading, cooking, antiquing, decorating.
One goal I'm saving for
My first home.
The primary way I'm advancing my career knowledge
Studying for the Series 65 exam.
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