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Growing up in a
family of teachers and writers isn’t the usual recipe for becoming a
financial planner. But while studying journalism in college, I came
across a magazine article that explained the miracle of compound
interest. The article had an illustration of a young woman sitting on a
big nest egg, compared with an older gentleman sitting on a smaller nest
egg. She started saving early, at just $100 a month. He started saving
much later, at $1,000 a month. Here’s the miracle part: She will
retire with more money.
The notion
that small actions can make a huge difference to our financial health
captured my imagination. I went on to pursue a career in newspaper
editing, and later the Internet industry. But all the while my
fascination with personal finance grew into a passion to help other
people with their finances.
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Now as a
financial planner at Investor's Capital Management, I’m helping everyday
people reach their goals and fulfill their dreams by putting them in control of
their financial lives. Managing issues such as investments, spending and debt,
taxes and retirement planning shouldn’t be something to dread or put off. With
my help, we can actually make it enjoyable!
The
bottom line is that you don’t have to be born wealthy to build a financially
secure life. When it comes to your financial future, clear, independent,
objective advice from a fee-only planner can make the difference between endless
worry and confidence about the future.
Background
and Qualifications
Prior
to joining ICM, I worked at E*TRADE Securities as a senior product manager,
creating stock and option trading tools. I hold a B.A. degree in Print
Journalism and a Master’s of Business Administration degree, both from the University
of Southern California. I am also a graduate of
Phillips Academy
in Andover,
Mass.
I
am a Certified Financial Planner (CFP®) practitioner and a member of
NAPFA (the National Association of Personal Financial Advisors), the Financial
Planning Association Silicon Valley Chapter, and the Garrett Planning Network. I
also serve as a member of the Financial Planning Forum's Board of
Directors.
My
husband, who is a high-school English teacher, and I live in
Palo Alto
with our two daughters and our cat,
Milo.
CFP, CERTIFIED FINANCIAL PLANNER and CFP with
flame logo are marks owned by the Certified Financial Planner Board of
Standards, Inc. These marks are awarded to individuals who successfully complete
the CFP Board's initial and ongoing certification requirements.
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