My journey in finance and financial planning began many years ago. I have worked in banking on the lending side, I have worked for smaller companies as they got their seed money to grow and be acquired, and I worked with EY and rose up to eventually be a senior with the responsibility of running corporate 3 engagements, training incoming planners on benefits, taxes, estate planning and investments, as well as taking client wealth management, tax, and planning calls. Needless to say I learned so much in my time there and am thankful to all the great friends, colleagues, and connections made.
