I have completed the CFP® (CERTIFIED FINANCIAL PLANNER™) education requirement and exam, which covers general financial planning principles, investment planning, retirement savings and income planning, risk management and insurance planning, tax planning, estate planning, professional conduct and regulation, and education planning.
In addition, I’ve received my Enrolled Agent credential, the highest tax professional credential recognized by the IRS, covering the taxation of individuals and businesses, and the representation of clients before the IRS.
is a NY artificial intelligence tech salesperson for a Fortune 50 company.
is weighing various agribusiness careers, education programs, and living options (rent or own home/land).
is a physical trainer and entrepreneur with various ventures.
I always wanted to do exactly what I’m doing now – helping people plan and implement towards financial and career independence.
It started in earnest at my first internship, a non profit’s financial counseling branch. We specialized in credit counseling for people who really had nowhere else to go. Tough conversations and real stories abound, I’ve been chasing that sense of personal fulfillment ever since. I love helping people.
After a few experiences as an employee at large banks (i.e. Wells Fargo, U.S. Bank.) and helping manage the investments of both my university’s endowment and a Registered Investment Advisory practice out of the state of Washington, I came to a hard hitting realization.
Myself asking Minneapolis Fed Chair, Neel Kashkari, a question.
Fourth grader me rapping about peace at an Iraq War march.
My Dad built a little library. I helped a little.
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