In 2024, I started working as a Financial Planner at MY Wealth Management, bringing with me six years of industry experience. Previously, at T. Rowe Price, I spent the bulk of my time as a Financial Consultant. My job was to help retirees and pre-retirees understand their retirement account options thoroughly and evaluate different strategies to meet their needs. I hold a Chartered Financial Consultant certification and a Bachelor's Degree in Finance from West Virginia University. My primary goal is to collaborate closely with each client to develop a tailored financial plan that suits their specific needs. I'm dedicated to getting to know our clients better and guiding them to reach thei