In 2023, I stepped away from a stable finance career and a six-figure paycheck to travel the world. Burnt out from juggling work and a PhD program, I made the decision to take a career break. Three years, 50+ countries, and 7 continents later, I look back on this decision as the most important one of my life.

Many people delay the decision until some point in the unknown future. I too fell into the trap of thinking that it would happen “someday”. Maybe after I got that next promotion, after I was more settled, after I was in a better financial situation. But that someday may never come. After finally realizing my own dream, I decided that I would take my experience in Finance and in taking my own Career Break to help others do the same.

So why would you want to work with me? I started in the financial industry in 2018, previously working as a Financial Advisor and Financial Analyst at Vanguard. I have a Bachelor’s Degree in Financial Services and a Master’s Degree in Personal Financial Planning with a specialization in Financial Therapy.

In addition, I am a CERTIFIED FINANCIAL PLANNER® professional and an enrolled agent (EA), which is a federally licensed tax practitioner empowered by the U.S. government via the Internal Revenue Service. While I do not provide investment recommendations, I can provide financial coaching and work with you to build a plan to make your Career Break a reality.

I am looking forward to working with you!