Since the age of 14, I think I was destined to be a financial planner. During my 9th grade summer, I was busy with chores and household improvement projects. My loving parents agreed to pay me for each project. However, by the end of the summer I lost track of how much money I was owed and so had my parents. From then on, I began to use a massive spreadsheet to track my budget, income, expenses AND occasional loans to my younger brother. I became meticulous with my money and enjoyed the ability of not going "broke" every now and then like some of friends. Little did I know that this interest in money management could be used to empower others to get organized and take control of their own finances. Currently, I am Wealth Advisor at EP Wealth Advisors (EPWA). I love my job! At EPWA and we pride ourselves on providing clients with comprehensive, unbiased, commission-free, financial and life advice.