I'm a lifelong learner and studied finance in college. I set my career foundations at a wealth management group for over a decade, managing hundreds of millions in assets. I have two of the most sought after designations in the industry: Certified Financial Planner (CFP®) and Chartered Financial ...more

I'm a lifelong learner and studied finance in college. I set my career foundations at a wealth management group for over a decade, managing hundreds of millions in assets. I have two of the most sought after designations in the industry: Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). I also have advanced training in student loan repayment strategies, ESG / socially responsible investing, and corporate social responsibility. I launched Mountain Flower Investments & Planning in 2019.less