I previously worked as a financial analyst, business manager, and vendor manager. Here at Planning Alternatives, I assist our wealth advisors in building and monitoring personal financial plans for clients. Additionally, I strive to create a positive client experience by building trust and understanding of the financial planning process. I grew up in a family that always helped others. My family did not have much to give monetarily, but I watched them give what money and time they did have and open their home to others in need of support. Combining my inclination to help others, love of math, and passion for finance, becoming a financial advisor was a perfect match.           

Memorable client moment

In the past meetings with one client, the conversation was always around them running out of money. We implemented financial strategies with them, and they adjusted their spending. In the last meeting we had, we were able to show the family that their hard work and sacrifices yielded great results and the plan was a success. Their chances of not having the ability to support themselves in their later years was reduced to 17%.     

To me, true wealth means

Peace of mind.