How I got here: “I’ve always had an interest in financial planning. Initially my research and studies were put to use in my own personal situation. As others found value in what I had learned and shared, a career idea was born. I had no interest in selling financial products so I focused on the fee-only advisor model. I became passionate about building a business around the ideas that I share with the incredible team at Rockbridge.”
Favorite part of the job: “I enjoy learning about people, especially what drives and concerns them. I find real satisfaction in simplifying the financial lives of interesting people that I enjoy being with.”
Experience: find here Education: Syracuse University (B.A), College for Financial Planning (CFP®) Professional organizations: Board member, Countryside Credit Union, Board member, Financial Planning Association of CNY. Community: Board member and girls travel team coach, F-M youth soccer, Board member, Downtown Syracuse YMCA
Odd family goal: a summer road trip touring the latest presidential libraries in Texas and Arkansas (before my kids are too old to say no.)
Family photo:
Tony, Anne, Lauren, Joel & Buddy
