Advocate for Personal Financial Management
March 2011 — Present
I am a full time advocate for personal financial management. My experience in the industry ranges from teaching the professionals rudiments of investing, to enabling families prioritize competing financial goals.
I leverage my years of experience in urban planning to develop and implement personalized financial management systems for my clients that help them reach their goals while simultaneously protecting them from financial risks.
My clients love the fact that engaging my services enables them to focus more fully on what they are really good at, namely, running their careers and their businesses.