Financial Planner at Root Financial Partners. Host of Personal Finance Redefined.
I joined Root Financial Partners from Nuveen Investments, a global top-five wealth management firm, helping clients with income generation, alternative investments, and socially responsible investing.
After discovering how much I enjoyed working with clients, I sought out the independent advisory world to find a client-facing role so I could make a difference in client’s lives.
I wanted to be involved with a business model bound by the Fiduciary standard and to have the freedom and flexibility to help more people achieve their financial goals.
When I’m not working, you can find me waking up at 4:30am on a Saturday morning to watch my favorite soccer team “Arsenal”, searching for hole-in-the-wall restaurants, listening to comedy podcasts, and staying active.
I graduated from the University of Puget Sound where I was a member of the men’s soccer team and studied Business Administration with an emphasis in Finance. I am currently pursuing my Certified Financial Planner (TM) designation and MBA in Financial Planning at California Lutheran University.
You may be closer to your financial goals than you think. This podcast will give you the clarity to know!
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