At the beginning of my journey in becoming a financial planner, I was conflicted about the right career path for me. After much personal reflection I decided to become a financial advisor hoping this career that would lead to personal growth. I quickly learned what I relish is helping people navigate some of life’s most difficult decisions with grace, integrity, and joy. In today’s complex world, I strive to simplify the financial planning process for my clients so in turn they feel confident in their financial decisions and trajectories.
I have experience working with individuals in the public, private, and non-profit sectors. This broad-based exposure has expanded my knowledge base, enabling me to assist clients with whatever circumstances may arise. When working with clients I employ a levelheaded and unbiased approach with no preconceived notions as to what a client may need or want. Although emotions are embedded in human nature, I guide clients with rationality and reason, ensuring they confidently adhere to their financial plan. We are not here to invalidate our client’s feelings; but rather to reinforce the planning structure we’ve developed together.
Outside of my financial planning career I enjoy spending time with my family, running, hiking, and biking. Thank you for visiting Greenspan Financial Planning. I am looking forward to continually helping individuals and families ascend towards their financial goals one step at a time.
EDUCATION:
December 2004 - Bachelor of Business Administration from The University of Massachusetts Amherst Isenberg School of Management
CERTIFIED FINANCIAL PLANNER™