My work at Meira...
The core values of Meira—integrity, putting the client first, compassion, resourcefulness, creativity, setting a high bar and positivity—are what initially attracted me to the firm. I'm delighted to now have found a culture that continues to resonate with me as I share those values with the good people I'm fortunate to call my colleagues. I've had the privilege of serving in a number of advisory roles over the years and I'm excited about the opportunity to continue my work at Meira as a Client Advisor.
I started my career as a Financial Analyst in the Washington DC area where, after number of years, I discovered the profession of financial planning—I haven't looked back since! I whole-heartedly believe comprehensive financial planning is as important as having health insurance. An individual's financial wellness goes hand-in-hand with both mental and physical health.
I have also enjoyed giving back to my profession by serving as past president of my local Financial Planning Association and having been nominated as Chair for the Council of Examinations for the Certified Financial Planner Board. I am currently a financial editor & writer to a digital marketing company, including as a contributor to Kiplinger.
I also work as a pro bono advisor to Savvy Ladies Helpline. I am so excited to have joined the Innovating Advice community in 2021 where the focus is to push the planning profession forward including addressing the Advice Gap. I had the opportunity present to a virtual global financial planning conference on ways to bridge the gap and offer financial advice to a broader spectrum of the population.
When I'm out of the office, I enjoy traveling, reading, serving as a community organizer, and staying active.
Reimagining life's defining financial moments. Together.SM