When I was young,
I once sat in on an appointment my parents had with their financial advisor. I was a fly on the wall as they discussed a strong financial plan for our family, and I knew instantly that I wanted to pursue business and eventually earn a degree in finance.
At my first financial planning job,
I was an intern working with an advisor named Glenn Stears. I didn’t know it at the time, but years later he would become my partner in founding 360Blue.
I learn everything I can about people’s money mindset
Ornithology is a passion of mine.
I support the Cornell Lab of Ornithology at Cornell University because I want to help educate the younger generation about birds and the need to nurture our pollinator species.
In my spare time
I try to learn everything I can about people’s money mindset. I read on a daily basis and follow industry thought-leaders through blogs and publications. In addition to this, I network with fellow financial professionals who are mutually committed to bettering the overall client experience in financial planning.
Romania and Croatia
are my dream destinations. My husband and I are currently saving for a European getaway.
I coordinated our transition
to our new broker dealer, United Planners. This was huge, as the transition happened just weeks after I got married. I had two life-changing events happen in such a short span of time.
I’m currently obsessed
with learning about Ikebana, the Japanese art of flower arranging. I also practice yoga and meditate. It’s important to keep a clear and focused mind—both for my own happiness and to best serve our clients.