What’s your background?

At Northeastern, I planned to be a trader or stock analyst, but my first boss and mentor encouraged me to explore all aspects of personal finance. I quickly discovered I enjoyed working with people more than portfolios. Most recently, I worked for a Registered Investment Advisor in downtown Boston, helping high-net-worth individuals and families define and achieve their long-term retirement and investment goals. In addition to being a CERTIFIED FINANCIAL PLANNER™, I am also a Certified Trust and Financial Advisor (CTFA).

What’s your approach to planning?

Planning is an evolving process. When I know a Grownup’s goals, I can help find the most appropriate paths to get there. Some goals will take longer than others, but the hardest step is just getting started.