I grew up in New Jersey and graduated from Notre Dame with majors in Finance and Psychology, moving to Seattle shortly thereafter to work in corporate finance at Microsoft. After a few years, I began looking for a profession that would allow me to focus on my passion for personal finance. I feel truly lucky to have found a career where I get to help people make smart financial decisions that improve the quality of their lives.
I am a CERTIFIED FINANCIAL PLANNER™ and currently hold the Chartered Financial Analyst (CFA) designation. The CFA designation is globally recognized as the highest set of credentials in the investment management industry and requires several years of rigorous study to successfully complete the program. I’m also passionate about helping people invest with their values. I’m a Chartered SRI Counselor (CSRIC™) and have expertise providing guidance around sustainable, responsible, and impact investing options.
On the weekends you’ll find me out in the mountains backpacking or snowshoeing with my partner and our two dogs. I’m an avid reader and am always looking for a good book recommendation.
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If you find yourself in any of these situations, you should consider hiring a financial advisor.
The marketplace for exchange-traded funds (ETFs) grows each day, and more and more different and innovative products are being created. One new type utilizes derivatives. While these ETFs are innovative and flashy, it’s important to think about the ramifications of investing in such a product.
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.