I started this company with a vision that all people should have access to an advisor on their own terms with no conflicts of interest in their own money. A path that started with a simple hourly fee very quickly transitioned to a company and a philosophy that I am proud of. My true joy comes from my family. My husband, Jorge, and I agree that there is nothing cooler than each other and our three kids Marco, Max and Lucia. Early in our marriage we discovered the power of living below our means, namely that it allowed us to “buy” time as a family. And now we live the life of an Aptus client--on our own terms.
Credentials
Certified Financial Planner® and Certified Retirement Planning Specialist®
Investment Advisor Representative
Education
MPP, Harvard University
BA, Salem College
Experience
2011-present: Founder, Aptus Financial
2007-2011: Research Associate, Stephens Inc
Expertise
Employer retirement plans and wellness programs
Financial literacy education
Cash management systems
Women and investing
Kids and saving
Financial literacy education
Physicians
Young professionals