Financial Services Professional
What inspired you to become a financial professional?
I realized that most people are more afraid of running out of money than wasting their lives. The industry wasn’t really addressing this. That inspired me to build a practice where my clients’ financial success was measured by how fulfilled their lives were –not just by their portfolio returns.
What are your passions in life?
I’m passionate about CrossFit and ballroom dancing. Not only do I compete in both, but I also opened local studios in each and have been a part of the transformation of hundreds of clients. Allocating time and money to our health and well-being is something I try to inspire in my practice.