At Aspyre Wealth Partners, I help my clients manage the complexities of life, define and clarify their aspirations, and help them execute strategies to realize them. I enjoy truly making a positive impact in the lives of my clients. Plus, I get to work with a great team that is focused on taking care of our clients.Are you an emerging leader asking:• What do I need to do to position myself for career advancement?• Should we be saving for our kid’s college or our retirement?• Am I/we doing the right things financially?• How do I manage lumpy income?OR are you a mid-career leader pondering:• What should I be doing when facing a major life transition?• Am I on track to retire and reach my other goals?• Am I making the best decisions with my compensation and benefits packages?• How do I optimize my career potential in these critical years?Or are you a successful executive without the time to handle your affairs and are wondering:• Am I on track to retire and reach my other goals?• Am I making the best decisions with my compensation and benefits packages?• What do I/we need to be doing to prepare for life after retiring from primary career?• What do I want my legacy to be?We can help. It all starts with defining what success means for you. Whether you need help refining one aspect of your financial life, or a fully aligned, comprehensive strategy, we can help you…master what’s next.Specialties:Fee-Only Financial PlanningIntegrated Wealth ManagementExecutive and Career CoachingInvestment Management ServicesRetirement and Financial Independence PlanningCollege Education Planning

Lead Financial Planner: 2007 - 2010- Responsible for executing the day-to-day strategy and management for 45 clients- Lead the planning team and collaborate with team members to ensure client needs are met- Work in partnership with firm principals to set overall client strategy- Develop financial planning recommendations for clients- Attend client meetings and present analysis and recommendations to clients- Act as the performance manager for two support planners at the firm- Lead or help support new firm initiatives from creation to implementationFinancial Planning Specialist: 2003 - 2007- Assisted in the development of comprehensive financial plans for clients- Responsible for the preparation and analysis for client meetings- Developed models using financial planning software- Coordinated the implementation of specific action items with clients and outside advisors- Assisted clients with cash flow management, including training on Quicken and other software

- Gained mastery of the financial aid process for college students- Advised students and parents through the process of receiving financial assistance- Assisted students and parents in completing the Free Application for Federal Student Aid (FAFSA)

- Assisted planners in the production of individual financial plans- Observed client meetings and conference calls- Completed a compliance project to meet our broker/dealer's requirements