I am a Certified Financial Planner™ and an Enrolled Agent, which allows me to help clients build comprehensive financial plans that incorporate both financial and tax planning. I enjoy helping people connect the dots between their investments, retirement goals, taxes, and overall financial well-being.
Outside of work, I enjoy biking, following sports, reading, and spending time behind the grill. Whether I'm tackling a long bike ride or trying out a new recipe, I appreciate activities that challenge me and bring people together.
What I love most about Hartwell & Company is the opportunity to help clients see the big picture. Financial decisions can often feel overwhelming, and I enjoy helping clients gain confidence in their retirement plans by aiming to reducing stress, evaluating cash flow needs, and identifying tax-efficient strategies. There's a lot of satisfaction in helping someone move from uncertainty to clarity and seeing a well-thought-out plan come together.
One accomplishment I'm particularly proud of is completing a marathon a few years ago. Training for and finishing a marathon required dedication, consistency, and perseverance, and crossing the finish line was a rewarding reminder of what can be accomplished one step at a time.