I love being a financial advisor because the advice I give my clients today can have a real impact many years down the road—even benefiting the next generation. That really inspires me. I’ve seen the sometimes-dire consequences when people don’t sufficiently plan for the future, but I’ve also seen the amazing things that happen when people set a plan in motion with the right professional guidance.
I’m a Certified Financial Planner™ (CFP®) and the founder of Endeavor Financial Planning, where I help individuals and small business owners achieve their financial dreams. I completed my CFP® coursework at NYU. I’m also a Certified Plan Fiduciary Advisor, which means I’m qualified to advise and manage company retirement plans, and a Certified Exit Planning Advisor, which means I have expertise helping business owners plan for the longevity of their companies even after they personally choose to exit or retire.
In addition to working with individuals on everything from saving for college to planning for retirement, I enjoy working with small businesses. As an entrepreneur myself, I understand the unique challenges and opportunities of running a company. Before becoming a CFP®, I worked in corporate finance, where I managed internal budgets, assisted project managers in pricing their services and helped CFOs take a high-level view of company finances to ensure their firms would be profitable.