I have always loved money. Earning it, saving it, watching it grow. I enjoy sharing money with my family and friends and the causes I believe in. I love the power and freedom that financial independence provides. I want to help my clients find that security and peace of mind.
I created Panoramic Financial Planning because of my passion to help everyday people achieve their personal and financial goals. I take great pride in providing independent, holistic, unbiased financial advice customized for unique individuals and families like yours. I chose to be a fee-only, fiduciary planner, because the focus should always be on your best interest.
I traveled a unique path on my journey to becoming a fee only financial planner. I began my career as an engineer. My early experiences and advanced education led to assignments in corporate financial planning and information technology. Through it all, my true passion was always financial planning. I completed the Certified Financial Planner® education and examination requirements, attended the Financial Planning Associated Residency Program, and committed myself to a career in Financial Planning. I worked as a Wealth Advisor for an Indianapolis fee only wealth management firm, prior to starting Panoramic Financial Planning.
I am a proud alumnus of three Big Ten Universities! I graduated with a B.S. in Mechanical Engineering from Purdue Universities (Boiler Up!). While working in Chicago as an engineer, I earned a Master of Management (MBA) from the Northwestern University Kellogg Graduate School of Management (Go Cats Go!). More recently, I completed a Master of Science in Accounting from the Indiana University Kelley School of Business in May 2017 (Hoosiers!).
I am a Certified Financial Planner® (CFP®), one of the most sought-after industry designations. I also hold the Enrolled Agent (EA) designation, the highest credential awarded by the IRS. I am a member of the National Association of Professional Financial Advisors (NAPFA), the XYPN Planning Network, and the National Association of Tax Professionals (NATP).