Focus The relationships I've built with my clients over the years are a testament to the trust and collaboration we share, and it is very rewarding to see them succeed and enjoying their lives after working so hard. With over 20 years of industry experience, I work with my clients to refine their vision, build their customized plan and help them organize their financial lives. Background & experience My educational background includes earning my Bachelor of Arts in Economics from Wheaton College. With my interest in economics and finance and a passion for helping people achieve their financial goals, I began my career as a Financial Advisor at Merrill Lynch before joining Wells Fargo Advisors in 2016. To advance my skills in helping my clients achieve their financial goals, I have earned advanced professional designations including the CERTIFIED FINANCIAL PLANNERTM Professional; Retirement Income Certified Professional®, and Certified Divorce Financial Analyst®. Having earned these credentials through extensive coursework and examinations provides me with a comprehensive array of planning skills and specific knowledge to help address each area of a client's financial life. My approach is to take the time to listen and understand each client’s needs and create planning recommendations that focus on helping balance today’s priorities with a vision for the future and explain each topic and concept in clear, understandable language. Away from the office I enjoy spending time riding my horses, Burt and Wesson and attending educational events focusing on horsemanship. These events help build leadership and relationship skills for handling horses. I can also be found exploring and working on my land in Pownal. *The use of the CDFA® designation does not permit Wells Fargo Advisors or it's Financial Advisors to provide legal advice, nor is it meant to imply that the firm or it's associates are acting as experts in this field.