Prior to joining Planning Alternatives, I worked in banking, bookkeeping, and other office management and HR positions. Here, I handle client quarterly reports and agreements, our weekly market update, and other acts of kindness. I love helping others and my job allows me to connect with and help everyone in the firm—and our clients, too.

To me, true wealth means

A happy and healthy family, good friends, and being surrounded by good people in general. Also: Having enough money to live comfortably and be able have a little fun.