I have been serving in the Financial Planning industry since the day I graduated from Western Kentucky University. Over the past four years, I gained tremendous experience interning for a boutique Investment Advisory firm serving retirement plans with over $10+ Million in assets as well as working for a highly-regarded firm that managed over $500 Million in assets.
With the knowledge I have gained, I adopted the philosophy that Millennials are seeking Financial Independence rather than the traditional path to retirement. I also believe that people achieve true happiness when they live life how THEY want to live it. And with the rapid rise of passive income opportunities and side hustles, I can guide clients to obtain multiple income streams and to achieve true financial independence and happiness.
Keeping the entrepreneur and Millennial in mind, I offer subscription-based, comprehensive financial planning services along with investment management as a secondary service. But for those who are not quite ready to work with a Financial Planner one-on-one, Millennial Wealth Management, offers a personal finance course called "Financial Foundations." The course teaches the core fundamentals of mastering your finances and allows students to access state-of-the-art financial planning software (Right Capital).
Although raised in Los Angeles and Nashville, I currently reside in Denver. I can be found having a pint at one of the metro area's micro-breweries, exploring the city's numerous cuisine options, and cooking gourmet food for friends and family. I am also a self-proclaimed "mountain enthusiast", summiting many of Colorado's 14,000 ft+ peaks and enjoys exploring Colorado's alpine lakes and National Forests/Parks.