Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
-CFA Charterholder, Chartered Market Technician, MBA, CFP candidate
-Financial writer at Wall Street Horizon, The Model FA, Topdown Charts, Humble Dollar, WealthTender, Halo Investing.
-Freelance investments and planning writer and analyst for financial advisors
-Experience researching and speaking on ESG, behavioral economics, energy
-Entrepreneurial storyteller and content creator. I put a narrative to data.