I never imagined myself in the finance industry growing up, but as I navigated the challenges of balancing home, work, daycare, saving, giving and investing while raising a family, I realized I enjoyed the process of creating a plan that made sense of it all. This led me to pursue a career in the financial planning industry, where I could combine my research and analytical skills with my desire to help others navigate their financial lives. With a B.S. in Biology (along with a stint in an orthodontics lab) and experience in software and consulting with financial planners, I earned a Certificate in Financial Planning while working in financial planning with a local firm in Richmond, VA. I have found that the advice-only model specifically resonates with my values, and I’m excited to be part of the team at Mission.
Outside of work, I enjoy spending time with my family exploring Richmond’s parks, restaurants, and museums. I’m always up for a book recommendation and love coffee in any form. Although I consider myself a swimmer at heart, I have recently found solace in running, completing my first marathon last year.