My financial advice practice opened in February 1999, managing a successful practice with some of the largest firms on Wall Street.
Crisis hit the broader banking industry in September and October 2008. The night of Sunday, September 14, 2008, I sat, legs swinging over the Hudson River on the Jersey side, staring across the river at the empty space of what used to be the twin towers. Just to the right, employees of Lehman Brothers were walking into a tall building empty-handed, only a few minutes later to reappear with a small box of personal belongings. At this moment, I realized there was more to life than money.
I made conscious change to move across the country and learn immerse in learning about human nature and people’s relationship to money. I have studied with some of the most brilliant minds in the financial industry and now my practice solely exists to help people do more of what they love. I believe in mindful wealth management.
One thing I’m doing to help the planet: Teaching my baby girls the 3 R’s: Reduce, Reuse and Recycle
Outside of work, my passions include: Fly-Fishing and outdoor activities, conservation of natural resources, farming and gardening, writing, music and the culinary arts, literacy, culture and the education of future generations.
One goal I’m saving for: I’d like to travel around the world with my family, exploring different culinary and music cultures, whilst fly-fishing in my spare time.
The primary way I’m advancing my career knowledge: Listening to my clients every day and asking, “How can I better help you achieve your dreams?” Inquiring to mentors, “what are my shade areas” in my practice and life and how can I improve?” Reading the authors that are game changers of our industry and financial world. Continue researching, writing and publishing about different ways to help people enjoy life to the fullest extent.
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