During graduate school, I realized that the average financial advisor was more concerned with selling financial products and obtaining new clients with investable assets than working with those who could really use the financial guidance to succeed in life.

That really turned me off from the industry, until I was introduced to the concept of fee-only financial planning, where planners put their clients first, don’t sell products, and are true fiduciaries.

Now, as the spouse of a physician, I understand the pains, struggles, and joys that come with a career in medicine and am honored to work with physicians at all stages of their careers by offering truly unbiased, quality financial advice.