I joined the Planning Center in 2022 and bring with me 7 years of investment experience after working for The Vanguard Group in Scottsdale, Arizona. I am responsible for running our trade desk which includes daily trades as well as weekly rebalancing of accounts. I also serve as a member of our Investment Committee.



So What’s Your Plan for the Bear Market?
A lot of people are stressed out about a lot of things right now. Markets are down. Prices are up for many of the things