I first became interested in financial planning and investing so I could feel empowered to handle my own financial affairs. I truly enjoyed it - so much so that I decided to change careers. I joined Neumann Capital in 2016 and completed my CERTIFIED FINANCIAL PLANNER™ certification.
Wealth Management combines three areas in which I excel - problem solving, working with numbers, and building personal connections. I'm committed to educating, advising, and collaborating with our clients, so they feel confident in their financial decisions. And it's fulfilling to see the impact that thoughtful financial planning has on the lives of our clients and their loved ones.
For Fun:
Spending time with my family, reading (and discussing books with my book club), savoring good food, and exploring new places near and far are some of my favorite activities. I’d like to say playing the piano and practicing my French fall into this category as well, but they’ve been moved to the someday-I’ll-get-back-to-that list for now.
Education & Affiliations:
CERTIFIED FINANCIAL PLANNERTM
B.A. in Political Science from the University of Notre Dame
CFP® Certificate Program at Northwestern