My role as a financial planner allows me to help people make progress every day toward improving their financial picture. When I’m not meeting with clients, I run the daily trade desk activity and help with operation workflows. I was lucky enough to start working at The Planning Center as an intern in the summers of 2011 and 2012, and joined the firm full-time after graduating from Iowa State University with a degree in finance in 2013. I love building a relationship with individuals by helping them achieve some of their biggest financial goals. Seeing their smiles after they reach their goals is invaluable.
RSUs Demystified
Most of us have heard the stories about famous people who died without a will or other estate planning documents: Aretha Franklin, Pablo Picasso, Howard Hughes, and even Abraham Lincoln all passed away without leaving documents to guide their heirs as to the disposition of their estates.