Member News

I am so proud to announce that I have successfully completed the BFA and am now a Behavioral Financial Advisor! The BFA integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan for my clients. Traditional finance has ignored the human aspect for too long, and I'm so excited to be able to offer holistic financial planning which takes into account human emotions and biases that might ordinarily derail a financial plan. If you are interested in hearing more about my new accreditation, please reach out! I'd be happy to share more in person.