How do I help clients develop a holistic financial plan?
I have the privilege of working directly with clients, thinking strategically about their life plans and helping them make smart decisions. Overall, my job is to listen our clients and to help them build a foundational plan that drives towards their unique goals.
How do I spend my time outside of OpenPlan?
Outside of work, my favorite thing to do is spend quality time with my family. We have two kids who keep us busy, and we enjoy getting outside whenever we can. You will often find me out on a trail, running, biking, or hiking, and we love taking advantage of our incredible local parks. With any time left over, I enjoy time with friends and supporting my local community.
- Certified Financial Planner since 2011
- Graduate of the University of Pennsylvania
- Fourteen years of experience in financial planning
- Partner in Brighton Jones (OpenPlan parent company)