I am the founder of Prudent Financial Planning, an RIA providing comprehensive fee-only financial planning services for young professionals who want to get out of debt and put their money to work for them. I contributed to the Student Loan sections of the CARES Act that reduced payments to $0 on all eligible Federal Student Loans, reduced interest rates to 0%, and allowed for Tax-Free Student Loan assistance from employers. I also advocated for additional Student Loan Benefits. I am also a member of the National Association of Personal Financial Advisors, and the XY Planning Network. I served as the 2017 Vice-President for the Financial Planning Association of Southwest Florida.
I have been working Pro-Bono with Cancer Patients ever since losing my mom to Lung Cancer in 2019. I am a CFP® professional, and a Certified Student Loan Professional (TM). I have seen firsthand the impact that debt can have from a financial and emotional perspective. I want to share my financial knowledge and help others achieve financial freedom. I am disrupting the financial planning industry by working with clients who don’t meet standard account minimums which can range from $500,000 to $2,000,000 at some firms. Prior to starting Prudent Financial Planning, I worked in the Financial Services Industry for over 15 years.
I graduated from Governor’s State University with a BS in Multi-Disciplinary Studies and a minor in Finance. Since then, I have passed several exams including the Series 7, CFP(R), FL 2-15, CSLP(R), and HRB Tax Levels 1-3, having worked for 2 years doing Tax Prep. I have also worked as an Adjunct Professor in the CFP(R) Program at Boston University.
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