Prior to joining Planning Alternatives I worked at Northwestern Mutual in various roles within the organization. I started working there while on my last semester of my undergrad in Business Administration in Finance and received my Master’s degree in Economics right after.

I joined Planning Alternatives in 2019 bringing with me a strong background in financial services. I transitioned to my current role in 2021, which has been truly gratifying in so many aspects. It allows me the opportunity to oversee the daily operations of the finance department and plan for growth. Most importantly, it allows me to use my problem solving, analytical skills and collaborate with different departments.

Memorable client moment

On daily basis I push myself to be the best I can be. Just the other day, I was able to assist one of our vendors who hadn’t received a check we’d sent. Just seeing the level of appreciation she had for the matter being resolved so attentively, was truly rewarding.

To me, true wealth means

I recently read a profound Bob Marley quote that truly resonated with me in regards to this question: "The greatest of man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively."