As the Chief Financial & Compliance Officer, my responsibilities include looking after the firm's economic health and its adherence to the rules and regulations as a Registered Investment Advisor (RIA). Serving our clients and supporting our planners requires efficient processes and streamlined operations. That’s what I do, and I enjoy it. I was drawn to Transitus Wealth Partners because of the leadership of its founder Ross Marino and its ethos about helping clients manage life’s transitions and changes. I believe in our philosophy that helping clients manage transitions in life is the key to making informed decisions. My background has always been in finance since college. I earned a B.S.