My curiosity for the technical side of finance led my transition from healthcare research to financial planning mid-career. Before joining Merriman in 2018 to pursue my passion for finance, I worked on clinical trials researching new treatments at Swedish Medical Center and the Ohio State University Medical Center. I also earned my undergraduate degree in Psychology and a Master of Applied Clinical and Preclinical Research at the Ohio State University.
Exploring all the retirement options at Ohio State, like the state pensions, retirement plans, and Social Security Windfall Elimination during grad school started my deep dive into personal finance. I enjoy leveraging my experience in clinical trials and analysis to implement the academic side of investing. I emphasize creating tailored solutions to financial planning for clients and evaluating the best potential strategies, and I enjoy finding unique solutions to streamline our clients’ financial lives. While I use my technical skill set every day, it’s my ability to enrich and support families that’s the most fulfilling part of my role as an advisor.
I moved to Seattle from Columbus, Ohio, and the rest of my family lives on the east coast. I still enjoy flying back out to visit them, but Seattle has been a wonderful new home. I mix Pacific Northwest activities like hiking and rock climbing with a love of tech. PC building, gaming, music, books, and my home theatre/audio setup keep me busy during my downtime. I’m always excited to explore a new hobby!
Online Blog Resources
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!
Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.