I excel at financial problem solving, which is why I pursued a degree in Finance from the University of Illinois. From there I went on to work for non-profit firms because my heart was in serving others and I could interact directly with people. During that time I found that a career in financial planning aligns perfectly with my skills in financial analysis and my passion for working with people. I joined The Planning Center in 2007 and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2012.
Affiliations: Fee-Only Planning
Areas of Expertise: Life Transitions, Retirement Planning, Social Security & Pension Analysis, Cash Flow Coaching
Certifications: Certified Financial Planner™, Certified Financial Transitionist®, Chartered Advisor in Philanthropy™
Education: 2004 BA in Finance from University of Illinois Urbana-Champaign
Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
Most effective saving tip:
Save early, save often, and most importantly automate the process
Who inspires me:
Amy Sivertsen, my beloved spouse and co-founder of CoWorkQC a shared office space, and my kids Lillian, Graham, and Ginny with their loud personalities and wild curly hair, who always want to question things until they are able to understand or solve them.
My greatest extravagance (under $100):
Craft Beer…life is too short to drink cheap beer
What inspires me:
The mission of my favorite non-profit, Doulos Discovery School, that is educating and equipping servant leaders through Christian discipleship and expeditionary learning to impact the Dominican Republic.
My investment philosophy in action:
Tune out the noise and stay focused on what you can actually control
We hold ourselves accountable for pursuing the highest standards
We listen and keep an open mind
We build powerful relationships by working towards common goals
We make decisions with future generations in mind
We work directly for our clients and put client’s interests first
We learn and teach continuously