2 min Interview:

WHERE DID YOU GROW UP AND ATTEND SCHOOL?

• NH/MAINE
• S. Economics from Bates College; 2017

HOW DID YOUR FINANCIAL CAREER BEGIN?

After school, I started employment as a paraplanner for Rothgard Financial Partners in Brisbane, Australia. It was a unique experience that allowed me to learn about all aspects of financial planning from global industry leaders.

PROFESSIONAL DESIGNATIONS

Securities Industry Essentials (SIE) License

Series 6

Series 63

Series 65

Life & Health Insurance License

What are you passionate about?

Professionally- guiding others, building relationships, and learning.

Personally – family, skiing, surfing, fishing. Anything outdoors.

Proudest professional accomplishments to date-

Becoming an Investment Advisor Representative for Essential Planning, LLC.

One reason you enjoy your career

The ability to develop a relationship that would allow me to understand what is truly important to someone, both financially and personally, and with that knowledge, help them achieve their ultimate goals.