I am passionate about this industry because I enjoy helping people protect their loved ones and helping them strategize for the future they deserve. There is so much information available, that most people don't know what to do or they aren't aware of the best path to take when it comes to their finances. I take pride in being part of the solution to guide people towards making better decisions for themselves and their families.
Before becoming a Financial Advisor, I attended Bard College and graduated with a Bachelor of Arts in Art History. While pursuing my degree, I came to really appreciate the notion of preserving our heritage for the benefit of future generations. I have always felt it was important to protect our past and present to safeguard our future. I carried this idea with me as my career progressed through various industries ranging from the art world to technology, the craft beverage industry and finally finding my purpose in the financial world. The underlying theme throughout my career has been getting to know my clients and providing solutions for the issues or concerns they faced. As I grew professionally, I felt there was a way I could make even more meaningful impacts on the lives of people I care about and encountered on a daily basis. This led me to a career change because as a Financial Advisor, I know I can make a positive difference in people's lives!
It is great to be a part of a firm that is inclusive and supports its team members as much as it's clients. The wealth of knowledge and resources provided to agents at Thoroughbred Advisors really shows they care as a firm and want everyone to succeed. I feel confident that I can draw on our team's varied experiences and points of view to find the best way to serve my clients.
When I'm not working I love the simple things in life. I enjoy watching horror, sci-fi and fantasy movies with my loving husband Kyle. Or when we feel ambitious we go hiking, biking or canoeing. We love having friends over for dinner and hosting game nights. I also love to be crafty, paint, and occasionally draw. I crochet and I've taught myself how to knit and have taken up sewing. Or when all else fails you can find me cuddled up with a book and 1, 2, or all 3 of my sweet cats!
Are you a young professional or near retiree? Whether you are just starting off with your first job or approaching the culmination of your career I'll work with you to create a personalized plan that takes into account your current income, savings goals, expenses, as well as short-term and long-term goals. Together we will work to help you create the financial stability and well-being you desire!
