Roller-skating at indoor rinks is an activity that I have enjoyed since I was a teenager. I continue to skate as often as I can for fun and exercise. I view roller-skating as a metaphor for life in that I believe you must keep moving, stay balanced, remain focused, change to the beat of the music, and engage with others who share a similar interest.
Affiliations: Fee-Only Planning, American Psychological Association
Areas of Expertise: Career Planning, Financial Psychology, Retirement Planning, Family Business, Socially Responsible Investing
Education: PsyD Rutgers University, MS-Personal Financial Planning/College of Financial Planning, MSc-Behavioral Medicine/University of Glasgow
Memberships: Financial Planning Association (FPA), American Psychological Association, American Academy of Sleep Medicine
Most effective saving tip:
Set it aside before you touch it.
Who inspires me:
My grandparents who dreamed, persevered, and contribute to others throughout the depression and Jim Crow era.
My greatest extravagance (under $100):
A single espresso.
What inspires me:
Knowing that individuals recognize their gifts and then create opportunities to use those gifts in the world.
My investment philosophy in action:
Be present to live life fully and contribute fully.
We build powerful relationships by working towards common goals
We listen and keep an open mind
We work directly for our clients and put client’s interests first
We learn and teach continuously
We hold ourselves accountable for pursuing the highest standards
We make decisions with future generations in mind