I founded Assist FP to help my peers with the many life transitions that require complex financial decisions. I’m passionate about helping families and individuals build an intentional life around their own personal values and beliefs.
I decided to pursue my interest in personal finance a few years after receiving a Bachelors of Science in Sports Management from the State University of New York at Cortland. I was living in Manhattan, Kansas (the Little Apple) at the time and I decided to enroll in the Personal Financial Planning program at Kansas State University. In 2016, I completed the education requirement of the CFP® certification and entered the profession at a small fee-only firm on Cape Cod, MA. During that time, I became a CFP® Professional after fulfilling all of the necessary requirements. In December 2019, I graduated from K-State with a Master of Science in Personal Financial Planning (MSPFP).
The real me..
In my free time, I love to spend time with my fiancé, family, and friends. I’m usually in a gym or somewhere by the water during the summer (I hibernate during the winter). I love to read business and personal growth books, listen to podcasts, binge documentaries, or watch Boston sports during my downtime. My fiancé recently became a travel nurse, so we currently bounce around the United States every 13 weeks.
I believe that life is too short to take it serious all the time, so I try to inject humor often. A little laughter goes a long way. We work with clients virtually across the United States.
If you’d like to chat, please don’t hesitate to schedule an intro call.