“I want to help my clients live their best lives. To figure out what lights them up, how they will feel most fulfilled, and leave a legacy they are proud of. Matching resources to dreams is my specialty.” Coming out of Dartmouth College as an Economics major, I thought I wanted to be an accountant. It made perfect sense – I was great at math and enjoyed the puzzle that was debits and credits. But then one day sitting in a room alone, working on a spreadsheet, I realized that while I loved numbers, I was a people person. I wanted to be changing lives, not companies. At the time, I was lucky to be working at a large CPA firm in Cambridge, Massachusetts with a financial planning department.