Financial Planning Analyst
“Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time.” – Thomas Edison
Growing up, my favorite subject in school was math, and I loved all things numbers. As I was entering college, I knew I wanted to continue learning about my passion for numbers, and I majored in business.
During college breaks, I would work in a local doctor’s office to make a little extra money for myself. Working there, I learned so much, and it influenced me to change my major to psychology and pre-health science-related courses. Upon graduation, I entered into the healthcare field as an eye technician and continued to do that for six years. After working in the healthcare field for six years, I was yearning for something more to allow me to have a greater impact on people. The most rewarding part of my job was caring for patients and building those trusting relationships with them, and I knew that I wanted to continue doing that.
The opportunity of becoming a financial advisor with New York Life presented itself in the summer of 2018. I instantly fell in love with the work that I was doing and the help I was providing for my clients. I knew that after every meeting, I was leaving the client in a better position than I found them in when I met them.
My passion is to empower women on their path to becoming financially independent. So often, I have seen women confused about their finances after a major life change like divorce, the death of a spouse, a change in career, a major illness, etc. I watched my mother struggle to successfully navigate finances after her separation and health challenges. I have been blessed with strong female mentors that instilled in me the importance of becoming financially independent. As a result, I learned how to manage my own finances from a very young age. I made a promise to myself that I would do that. I would learn everything I needed to know to set myself up for a life of financial independence and as I eared to share my knowledge and practical insights with women that I come across in both my personal and professional life.
Learn More About Me
If you had an extra hour to yourself in the morning, how would you spend it?
If I had an extra hour in the morning, I would spend it reading a book and enjoying more morning coffee before I lace up my sneakers to go for a run or an Orangetheory class!
What’s the most likely place people could find you on a Saturday night?
The most likely place to find me on a Saturday night is trying out a new restaurant in New York City with my boyfriend.
Which would you pick: living on the beach or living in the mountains?
Honestly, it is very difficult for me to pick between the two. I would choose a location that has the best of both worlds. Both of these locations make me feel at peace, and I don’t think I would be able to choose between the two!