The reason I got into this profession
I grew up in a family of 4 kids with artist parents in one of the more economically depressed areas of the country. Although my parents were successful business owners, there wasn’t always extra room in the budget for excess or travel. As such, I started earning my own money around age 14. I was always planning and plotting how I could use my earnings to better my wardrobe or have an adventure. When I was 17 I had the opportunity to visit a friend in Germany for the summer, with the caveat from my parents that I would need to fund the trip. The empowerment I felt from envisioning the trip, saving for it and actually taking it kicked off a lifelong love of financial planning. When I went college, I knew I wanted to learn more about what was possible with money. I majored in Economics and took every available course on investing. When I had an opportunity to start working at a small financial planning firm, I took it. The 10 years I spent working with hundreds of clients at that firm coupled with my natural interest in personal finance brought me to where I am today.
How I’m expanding what’s possible with money
By donating to Water for Good, an organization that drills water wells for communities in Central Africa. Having access to clean water gives these communities time to focus on their families, homes, and businesses. Closer to home, I teach my kids about money with a biweekly allowance they can spend, save, or donate.
Outside of work my passions include
My family! I have an amazing, hilarious husband and two elementary-aged kids who bring me joy and keep me entertained. I love to read, particularly history and science fiction. I also spend as much time as possible outside, laying in my backyard hammock.