Before Planning Alternatives, I worked with various RIAs working with similar client bases and using similar wealth management philosophies and tools. Prior to transitioning to financial services, I worked in academia and in the public sector at the state and federal levels as an entomologist. My biggest joy is making a real impact in the lives of our clients and seeing that impact when we present the financial plan. The responses our hard-working clients have when they achieve their goals is also a huge part of why I do this. Knowing that my work can make someone's financial life even just a little bit easier keeps me coming back every day.

Memorable client moment

A recent client had just lost a parent and was feeling really overwhelmed with sorting through and selling the family home. Her advisor and I were both able to share personal experiences with losing our own parents. Our client said that provided her great comfort during a time when the last thing on her mind was the administrative aspect of losing a loved one.    

To me, true wealth means

More than financial wealth. It encompasses a broader, more holistic understanding of what it means to be rich in life. I receive great wealth from my community and in my relationships with others. I find wealth in having the freedom to travel and explore the world around me. And I find a tremendous amount of wealth in my physical and mental well-being.