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.
Online Blog Resources
ISOs can be a tremendous benefit to creating wealth, but they are often misunderstood and can pack a large surprise if not appropriately planned for.
A step-by-step guide to applying for the Washington State Cares Exemption.
Alternative Minimum Tax (AMT) is not something everyone is exposed to, but when you are, it can often create confusion and add a layer of complexity to financial planning that many are not prepared for.