I am a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and wealth advisor with a career built around helping people define the true purpose of their wealth and achieve their top financial goals. Empathetic and approachable, I strive to understand the pain-points, aspirations, and objectives of every client to ensure that the programs and strategies I present speak directly to their unique goals & priorities.I am also highly skilled in presenting complex financial topics to diverse audiences in simple, actionable ways and leveraging technology to streamline and simplify processes and maximize the impact of my work.On a personal note, I graduated from Bard College with a degree in music/Jazz theory and composition/performance. With a passion for music, I enjoy playing guitar, singing, composing both serious Jazz, and rock & roll songs. I’m also inspired by self-improvement including physical, emotional and financial health.