“The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively.” [Bob Marley]
My experience as a former teacher and high school counselor informs my role as a financial planner daily. Clients come to us with life questions concerning their finances, and hope to receive thoughtful, competent, and trustworthy responses. In many ways, a financial planner is a life coach, helping people navigate their financial planning in light of their values, hopes, and responsibilities.
Although the clients I support vary widely in their backgrounds, I find myself particularly drawn to working with entrepreneurs, educators and business owners. I love solving new, complex problems and teaching meaningful financial literacy to clients.
Growing up in the Pacific Northwest gave me an appreciation for lush, green forests, and water—whether streams, oceans, or lakes
that is difficult to put into words. I value new experiences. Some of my most cherished memories are of discovering new places, new foods and new cultures with those I love.
For social activities, I love playing sports, such as flag football and rugby. I’m always up for some rock climbing or obstacle courses racing. I’ve completed 5 triathlons and aspire to one day complete an Ironman. For personal relaxation, I can be found swimming, on a track, or at the gym lifting weights.
Fee-Only Financial Planning
Areas of Expertise:
Financial Life Planning, Education Planning, Debt Management, Cash Flow Planning
Financial Planning Association (FPA), Kappa Alpha Theta, Junior League, Young Leadership Council
- Serving as FPA's NexGen 2018 President-Elect
- Serving as an Alumni Board Member of Teach for America Recruitment at Whitman College
- Served as the Vice President of Special Events and School Liaison in the Young Leadership Council’s College Access Program
- Served as the Panhellenic Vice President of Recruitment for Whitman College
- Has been quoted in USA Today, Bankrate, The Street, and EdLIFE
Who inspires me:
Those who work hard and play hard, and put their whole hearts into their entire existence.
What inspires me:
I am inspired by spending time outdoors, away from the city. Admiring our earth brings me peace, happiness, and appreciation.
My life’s biggest milestone:
Marrying my spouse. He makes me a better person and brings consistent joy to my life.
My greatest extravagance (under $100):
Lululemon Athletic Apparel
Why I love what I do:
As a former counselor, I truly care about the impact I have made on others through the work I do. The confident, informed financial decisions that clients are able to make resulting from our comprehensive financial advice is immensely rewarding to witness.
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