As a practicing neonatologist I have spent many years training medical students and residents the fundamentals of medicine and financial planning. I joined Aptus in 2022 as a financial planner to assist clients of all professions with their long-term financial goals. I believe in “paying yourself first” and mapping a financial plan early on to build a financially independent life. Your financial journey can be simple, stress-free, and enjoyable. I am here to help you get started!
Credentials
Investment Advisor Representative
CFP Candidate; Completed Certificate Program in Personal Financial Planning from Northwestern University School of Professional Studies
Education
MD and MPH, St. George’s University
BS, University of Central Florida
Experience
2022-present: Financial Planner, Aptus Financial
2020-present: Associate Professor, Wake Forest University; Atrium Health Wake Forest Baptist
2017- 2020: Neonatology, Stanford University, California
2014-2017: Pediatrics, Miami Children's Hospital, Florida
Expertise
Physicians, dentists and other professionals
Cash flow systems
Cash management and contingency planning
Tax-efficient investing