What drew me to a career in financial services, was a desire to learn more about how money and investments worked in the real world, having studied economics academically. What has kept me dedicated to a career in financial services has been the satisfaction that derives from the relationships I have formed with clients as we work together to develop and execute a plan to help achieve their goals. I would welcome a connection if: -You are a CPA or Attorney interested in providing a resource for your clients. -You are in need of customized, goals based financial advice and guidance. -You are interested in hearing about my wealth planning process. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S.