A financial planner connecting the emotional and economic sides of money.
Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.
– Ayn Rand
How I got started on this path
My uncle showed me what looked like a magical spreadsheet in high school of two different investors. One investor diligently saved for six years right after college and stopped forever. The other investor spent money for six years and then started saving every year until age 65. At age 65, they had similar amounts.
I was hooked by the miracle of compounding.
During college, my introductory finance course affirmed my childhood hunch; personal finance was for me. I loved every assignment. I was the nerd that built additional spreadsheets for each assignment because I was genuinely curious. The realization I could get paid to help people make better financial decisions and talk about money every day was a blessing.
My career as a financial planner was born. Over eight years into my career, and I still love it. I love the questions people ask. I love the juggling of what makes the most sense financially and the intangible, emotional side of money.
And most importantly, I love seeing the positive impact financial planning has on lives.
Current projects
Book for people in their 20s and 30s about finances
I am currently working on a book about how to handle finances in your 20s and 30s. It’s about the lessons you should have learned in school. From the wonder of compounding, insurance protection, and life lessons, such as not messing up the big stuff, it will be a must-read for anybody you care about in their 20s and 30s.
Estimated Release Date: Mid 2023
Possible Future Projects
Podcast for I Talk About Money
Weekly conversations, anonymously or not, with everyday people about their money. I want to inspire more conversations about money and remove the stigma. By seeing others’ financial lives, people can see how other people handle money – the good, bad, and ugly. Listeners will come away from each episode with more knowledge, actionable money tips, and greater confidence in handling their own money.
Book about the raw, honest impact of cancer from a caregiver’s perspective
My dad was diagnosed with Stage 4 Lung Cancer when I was 25. Our life has been a whirlwind of ups, downs, sideways, uncomfortable conversations, gut punches, tough conversations, and new experiences together. Most lives have a few key experiences that change and define them. This is one continuous one for me.