Investment Advisor Representative
2 MIN INTERVIEW
WHERE DID YOU GROW UP AND ATTEND SCHOOL
- B.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.
Securities Industry Essentials (SIE) License
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.