I’m a CERTIFIED FINANCIAL PLANNER (TM) Professional, and have been working in the finance industry since 2008. I started by working for a life insurance company, then spent about six months working for a large investment research firm. I was then lucky enough to get hired to work as a full-time marketing associate for a small Registered Investment Advisor (RIA…
The Money Matters Book
Avaliable for purchase now!
Join The Community
Sign-Up to stay updated for news, helpful tips, and more! We promise to only send you great content.
Connect on Social Media
Follow on Facebook and Instagram. We release special content, videos and more here so don't miss out.