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
With a family of 7, I do a lot of grocery shopping. I switched to reusable bags so as not to waste paper or plastic.
Outside of work, my passions include
Volunteering in my community by providing meals to families in need; spending quality time with my family; tribal belly dancing; crochet
One goal I'm saving for
My 3 older children have all expressed a desire to spend a year studying in Israel, after graduating from high school. I’m currently saving to help them achieve that goal and I have actually done it for my oldest child. Down the road, if my two youngest kids follow in the their sibling’s footsteps, I’d love to be able to do the same for them.
The primary way I'm advancing my career knowledge
I attend educational conferences through Schwab’s Advisor Services and TD Ameritrade. I am always communicating with my coworkers about best practices and continually read up on items I am interested in that relate to my career.
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