I practice making sound financial decisions through maintaining six months of living expenses in a savings account and automatically contributing to retirement and personal investment accounts.
I dedicate time to my physical well-being every day. I train for, and run, at least one half marathon each summer. I also enjoy hiking, snowshoeing, and strength training.
I practice mindfulness regularly. I dedicate time and space for my personal values and activities that bring me joy, such as gardening, sharing quality time with others, and exploring the outdoors.
I am a lifelong learner and I enjoy deepening my understanding of wealth management topics through research and attending conferences and educational events.
The Four Capital approach that applies to clients, other professionals, and our internal team allows me to lead a fulfilled life. I enjoy working in a fast-paced and innovative environment with a team that challenges and supports me to be my best.