Growing up, I always had a fascination with cities and the built environment. I was drawn to commercial real estate and the analytical nature of the business. I spent the beginning of my career working in financial analysis and asset management for several commercial real estate firms. It was exciting and challenging. I am still captivated by the transformational impact that real estate projects can have on cities.
After 10 years in the industry, I had a desire for more and to better use my talents and life experiences to help the lives of others.
In recent years, my personal life included a multitude of financial changes, obstacles and decisions which I fully embraced. One day it clicked—my mission was to help others navigate their financial lives and bring peace of mind through financial planning. After a dozen conversations with local planners and enrollment in a CFP certification course, I embarked on this journey!