As a financial planner, my role centers on helping people make daily progress toward improving their financial picture. My journey with The Planning Center began as an intern during the summers of 2011 and 2012, and I joined full-time after earning my finance degree in 2013. Beyond meeting with clients, I also lead our investment committee and assist with trade-desk projects. Building lasting relationships with clients and seeing the joy on their faces when they achieve their financial goals is what drives me every day.

Romance and Finance: Growing Wealth as a Young Couple
As newlyweds, you’re entering a beautiful new chapter of love, partnership, and—wait for it—shared bank accounts. Marriage is all about compromise, from deciding who gets the last slice of pizza to figuring out who’s responsible for paying the bills. And when it comes to money, it’s less about whose turn it is to buy dinner and more about aligning your financial goals. It could be splurging on a vacation or saving for the future.