My interest in finance began before I was a teen and I began serving professionally as a financial planner in 2005. The foundation of my practice has been based on the premise that good money decisions often lead to a higher quality of life while leaving space for good life investments.
I am a registered fiduciary as well as an Enrolled Agent Tax Professional. My business of financial planning is designed to empower physicians to advocate for their own financial decisions and manage their money themselves to the degree that they wish.
Advice Residency is a separate educational platform, with an eye toward closing the gap between medical education and financial education. My hope is to make financial education accessible to as many medical students and physicians as possible. Effectively applied financial education can lead to decision and time freedom. I want physicians to have the opportunity to get there sooner rather than later.
Retirement Planning – How to Achieve Your Retirement Goals
Thursday, June 20, 2024
2:04 PM – 2:12 PM CT