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
Wealth management firm Merriman is opening a new office in Bellevue as part of its strategic growth plan.
Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. Check out these top ten reasons why clients hire us.
Financial freedom does not imply a flashy car or millionaire status. First and foremost, it is the absence of debts as well as the ability to manage your own time. What habits can help people manage their finances competently and not be concerned about life after retirement?