About Me
While pursuing a successful 15-year career in marketing, I became drawn to personal finance as my primary interest outside of work. After achieving financial independence, I set out to turn my passion into a new career and found a great match with Abundo.
Just like the index fund significantly reduced investing fees for everyone, I believe Abundo can do something similar in the historically expensive field of financial planning. I changed careers and joined Abundo to pursue the mission of high-quality, affordable financial advice both for people who have traditionally worked with high-fee financial planners and those who may be engaging a financial planner for the first time.
Candidate for CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification
Series 65 License
BSBA, Marketing & International Business
Two-time Effie Award winner