How I arrived at RWM
“After servicing UHNW clients at my previous firm, I was looking for WFH flexibility. Not having seen any of the podcasts before, I came across the job posting on LinkedIn and began researching RWM— I was immediately intrigued. After a few conversations, I knew I would love the culture and the financial planning approach that was being implemented here.”
Favorite part of the job
“I love when a task is completed for a client that they believed would be complicated and time consuming but, they end up saying ‘Wow, that was it?’. It feels good to make it simple and be able to take these things off of their plates.”
When I’m Not Working
“I currently reside in Delaware and have been exploring some of the beautiful parks and trails they have. Also, I love spending quality time with family and close friends, enjoying good food, catching up on my favorite shows, and finding new places to travel.”
