I became a financial planner because it was the perfect intersection between helping people create a better life and my love of mathematics and numbers. I've spent over a decade in the financial services industry, working to help individuals and couples achieve their personal and financial goals. Why I Joined Abundo Abundo resonates with my core belief that financial advice shouldn't be limited by the products that an advisor or planner can sell. Our financial lives have so many interconnected parts that limiting advice in one area can ripple effect and impact others. Working at Abundo allows me to look at the big picture for our clients and help them in every aspect of their financial lives. Planning Specializes Growing Families Real Estate Investors Investments Favorite Piece of Financial Advice Cash is king, and cash flow is queen. We all have a finite amount of dollars that we can use each month, and how we choose to spend or invest those dollars can make all the difference in our ability to achieve our desired outcomes. Building a cash flow plan where you direct where your dollars will go is extremely empowering. Professional Designations, Awards, and Accomplishments CERTIFIED FINANCIAL PLANNER™ (CFP®) Accredited Portfolio Management Advisor (APMA®) Chartered Retirement Planning Counselor (CRPC) Series 66 License B.A., Finance B.A., Accounting Recent Blog Post How to (Properly) Use Your Credit Card Points When Booking Travel Fun Facts About Me When I'm not helping clients, I am spending time with my family and exploring the outdoors. We love traveling to experience new places and being in nature. I believe in not taking anything for granted, and that traveling abroad provides an amazing perspective on one's own life.