“I’ve always had an interest in financial planning. Initially my research and studies were put to use in my own personal situation. As others found value in what I had learned and shared, a career idea was born. I had no interest in selling financial products so I focused on the fee-only advisor model. I became passionate about building a business around the ideas that I share with the incredible team at Rockbridge.”
“I enjoy learning about people, especially what drives and concerns them. I find real satisfaction in simplifying the financial lives of interesting people that I enjoy being with.”
Syracuse University (B.A.), College for Financial Planning (CFP®)
Countryside Credit Union (board of directors), NAPFA (board director, New England-Mid Atlantic Region) Community: Board member and girls travel team coach, F-M youth soccer (Treasurer), Downtown Syracuse YMCA (board of directors)
I have an odd family goal of taking a summer road trip touring the latest presidential libraries in Texas and Arkansas (before my kids are too old to say no.)
Another interesting fact about me is that I can name all nine U.S. Supreme Court Justices.