Get to know our experts with our “Speed Dating” Q&A!
Get to know our experts with our "Speed Dating" Q&A! These quick, light-hearted questions reveal their personalities, passions, and approach to financial planning, plus a few fun surprises along the way.
What inspired you to work in financial planning?
I believe financial health is a fundamental part of a person’s overall well-being.
Even simple advice can make a meaningful difference, while complex strategies can
be truly life-changing.
One piece of advice you’d give your younger self?
Be consistent. Save and invest regularly, no matter how small but don’t forget
to actually live your life while you’re young.
If not financial planning, what career?
Electrician. I like hands-on work and it still scratches the math itch.
A small habit that makes a big financial difference?
Budgeting and cutting unnecessary microtransactions.
Meal you could eat forever?
Burrito Bowl from Chipotle.
Dream dinner guests?
LeBron James, Jamie Dimon, and Jason Bateman.
What’s still on the bucket list?
Spending a summer travelling through Europe.
