Career: With over a decade submersed in finance, from getting hired by Fidelity Investments in Denver, CO to moving to Seattle, WA and back to launch a Aspired Wealth, my path demonstrates my relentless pursuit of excellence and a profound passion for expanding the reach of financial planning and wealth management.
I started my career as a financial representative at Fidelity's phone site managing a range of responsibilities including trading, website navigation and account maintenance. Earning the Series 7, Series 63, and later CFP® certification underscored my unwavering commitment to customer service in finance.
I quickly transitioned to investment solutions, engaging in both inbound and outbound sales alongside providing foundational investment advice. As a part of my promotion to relationship manager I was relocated to Bellevue, WA, where I switched from meeting with clients over the phone to face to face while shadowing a financial planner and acquiring a life insurance license to enrich my service offerings and education.
I served in that role for less than 9 months before accepting a promotion to financial consultant where I assumed the lead advisor role managing a book of clients. I garnered national recognition for my client-centric approach and financial expertise.
After 5 years of service, I joined a Seattle-based registered investment advisor, where I further refined my skills as a lead advisor, providing more in-depth financial planning and expanded strategic recommendations. I also began working on obtaining the RICP® designation to better educate myself on enhanced retirement income and withdrawals strategies.
Throughout it all, my core belief remains: quality financial planning should be accessible to all. As founder of Aspired Wealth, I'm dedicated to delivering transparent, personalized financial guidance, ensuring individuals from all backgrounds have an opportunity to build and maintain wealth while navigating their financial journeys with confidence.
Education:
Concentration: Finance
-Certificate: Investment Analysis
-Certificate: Corporate Finance
Hobbies: I have found myself bitten by the "travel bug" over the last couple of years so, now I'm looking for recommendations on new countries to visit. I enjoy listening to podcasts, attending live events such baseball or concerts, hiking in the Rockies, and all things geek culture.
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