As a Senior Financial Advisor, I work with clients to help them address their personal financial goals through face-to-face meetings and ongoing client communications. As Managing Principal, I oversee the company finances, set the short and long-term strategic goals for the organization and work with staff to address the operations of the business. From the days of playing banker with my sister to working with farmers to market their crops, and now to helping individuals navigate their finances, finance has always been a part of my DNA. When I’m not working on finances I enjoy organic gardening and expanding my interest in overall wellness through diet and exercise. In fact, a recent exer