The reason I got into this profession
I was lucky. My parents were frugal and taught me the value of a dollar early in life. My childhood friend Jennifer wasn’t so fortunate. She was never taught that those “starter” credit cards in college were bad news. She got in the habit of spending money she didn’t have, later assumed her husband was paying bills when he wasn’t, and eventually maxed out her home equity line of credit without a concrete plan to pay it down.
She knew she had a problem on her hands but the subject of money was extremely overwhelming. It wasn’t until her divorce that she finally realized she needed to take a long hard look at her situation. And that’s when she reached out to me for help. We were able to talk through everything that was going on and lay out a step-by-step plan to help her rebuild her financial life.
The financial lessons I learned early on were second nature to me, but for Jennifer, spending within her limits and planning for long term financial success was a major life shift. She began to understand the link between her money, her life priorities and the tools she could use to get on track to achieve her goals. This was the moment my career as a financial planner began.
One thing I’m doing to help the planet
We have an electric car and teach our kids to be mindful of their impact on the world around them.
Outside of work, my passions include
Being with my family, skiing, running, triathlon, hockey and travel.
One goal I’m saving for
College tuition for our three boys.
The primary way I’m advancing my career knowledge
I truly enjoy helping people gain the peace of mind that comes with feeling in control of their financial situation. In addition to reading personal finance publications and connecting with colleagues in the industry, I make an effort to learn about the emotions that often drive financial decisions and how to best manage them.