Before joining Planning Alternatives, I worked for EY in their various tax departments and for BDO as a founding member of their high net worth tax group focused on helping families with generational wealth manage their tax exposure. One of my great joys in life is listening when our clients tell me about their life and their passions. I feel that getting to know people in this fashion helps us customize and prioritize individual needs/wants on a client-by-client basis. I do what I do because I experienced a personal family tragedy that left our household in a financial whirlwind that none of us understood. After immersing myself in figuring out everything (investments, stock market, savings, retirement accounts, etc) I fell in love with the subject, and it is now my passion to help others understand finances.          

Memorable client moment

All of my client interactions are memorable in their own way, but the ones I really enjoy and make me feel proud to be an advisor are the interactions with widows. My mother was a widower for many years, and I know how scary and daunting it can be. Interacting and helping those who have lost is very important to me, and I get a lot of satisfaction knowing that I can be a helping hand to people experiencing that.   

To me, true wealth means

Experiencing the world with those we love and who love us.