CERTIFIED FINANCIAL PLANNER® Professional
“When your values are clear to you, making decisions becomes easier”
– Roy E. Disney
Education
- Financial Planning Association (FPA) Residency Program, 2023
- Bryant University, Certificate in Financial Planning, 2022
- St. Olaf College, Bachelor of Arts in Economics with Minors in Management & Statistics, 2015
Experience
- Teach Plan Retire, 2023 - Present
- Working in the financial planning profession since 2018
- Member of the Financial Planning Association (FPA) since 2021
- Previously held positions in arts & nonprofit administration in Minnesota and Oregon
Personal
- Resides: New Hampshire
- Husband: Peter - High School Choir Teacher
- Fur Kid: Nanuk (Samoyed)
- Interests: Interests: Spending time with family, hiking, traveling, singing in choir, attending live music/theater/sports, finding great food & drink places, reading, budgeting (it's true!)
- Causes I Support: Boys & Girls Club, Young Life