I have been working within the financial planning industry for about 5 years. For the first couple of years, I specialized in working with young medical professionals balancing high student debt and forming a secure financial future. Even though I now work with a broader array of clients, this initial view into the struggles of today’s Millennial and Gen X professionals shaped much of my approach to financial planning.
On a personal note, I am originally from Florida, but have called NYC my home since 2021. In my free time, I love to explore NYC and travel abroad with my fiancé.