My journey into financial planning was an indirect one, but the consistent thread in my professional background is a passion for helping people and the planet.
I worked in non-profits for years after college, because that was the most obvious way in my eyes to meaningfully contribute to positive change in the world. I helped develop financial literacy programs and connect people to the information or resources they needed to thrive. That community work was the first time I saw financial planning as a service that can really empower people to understand and actively participate in shaping a fulfilling life for themselves and their families.
My roots at the wild Oregon Coast play a role in my professional path as well. Spending most of my life in or around the outdoors instilled in me a deep respect for nature and a desire to leave this place better than I found it. Sustainable and responsible investing opened my eyes to new ways of advocating for environmental and other societal issues, and has played an important role in my work as a financial advisor since day one.
The best part of my job is helping people draw the connection between their money and a meaningful life. I help my clients articulate and prioritize their financial goals, and together we build a plan for making those goals become a reality. For many of the individuals I work with, discovering ways to align their financial lives with their values is a key part of our relationship. Often that involves strategizing around charitable and legacy goals, developing an investment portfolio with a lens for positive societal and environmental impact, or discussing how to be a more conscious consumer.
Offline, you can bet I am backpacking through the woods, riding my bike, baking bread for my neighbors, or digging in my garden.