2Point0 Financial

After 5 years in financial services, I felt burnt out. My wife and I decided to take a sabbatical in 2019. We spent the year traveling the world and visiting friends and family.

On that trip, I also took the time to reset and determine what was most important to me. I wasn’t sure what was next, but I knew I was going to choose passion over paycheck.

My passion for personal finance was reignited on that trip. I had always loved working in personal finance, but I knew there had to be a better way that was focused on helping people first and making a living second.

So, I started 2Point0 Financial, a firm designed for millennials who are trying to find their way in the world. We spend our time together figuring out what you want your life to look like and how we can use money to support those dreams.