Before joining Planning Alternatives I worked as an analyst for a broker-dealer. Working here, I help set the investment direction for client portfolios and really enjoy being able to choose the best possible investments for clients without having any conflicts of interest or underlying motives. I also have obtained my CFA charter while at the firm.       

Memorable client moment

I recently worked with a client who was looking for more "advanced" investments. I was able to walk through our offerings in the space and the client was satisfied with the options.     

To me, true wealth means

Meaningful relationships and contentment with life.