As a trained economist, optimizing everything in life has been my second nature. Financial planning is more than figuring out the perfect ratios on a spreadsheet. It is more about making choices that make us happy and sleep well at night, even though the numbers might not give us the maximum financial gains. I am passionate about helping others figure out their finances so they can forget about it and focus on living their life instead.
Credentials
Certified Financial Planner
Investment Advisor Representative
Education
Ph.D., Southern Illinois University
BA, University of International Business and Economics
Experience
2022-present: Financial Planner, Aptus Financial
2018-present: Associate Professor, School of Business, Henderson State University
2014-2018: Assistant Professor/Associate Professor/Visiting Scholar, School of Economics and Management, Southeast University
Expertise
Educating new DIYers
Physicians and other professionals
Tax-efficient investing
Cash management and contingency planning
Economics and data science