I am a senior financial advisor and a CERTIFIED FINANCIAL PLANNER™ at Savvy. My journey into the financial advisory field began about eight years ago. I initially launched my career as an intern at Morgan Stanley during my college years. Subsequently, I transitioned to a position at Pennington Partners, a smaller firm, where I managed SMA (Separately Managed Accounts) portfolios. I oversaw several hundred million dollars on their platform for a couple of years.

My commitment to advancing my expertise led me to Vanguard, where I achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Over the next three years, I worked as an advisor on their platform. More recently, I spent a couple of years with Personal Capital, which was later acquired by Empower. In the past three years, I have had the privilege of serving as an advisor with both firms.

Now, I am thrilled to be a part of the Savvy team. In just a few months, I have rapidly expanded my client portfolio, thanks to the support of a dedicated team that has assisted me with all operational aspects, helping to ensure a seamless transition and onboarding process.