My reentry into the professional world appropriately began at the social enterprise firm TerraCycle. With the mission of recycling traditionally non-recyclable waste, I managed US business development efforts and drove negotiations with the world’s largest consumer packaged goods conglomerates (i.e. Nestle, Procter & Gamble, Unilever etc.). While investing and retirement planning had long been personal passions of mine, I didn’t realize how much I enjoyed it as a potential career until my TerraCycle colleagues began regularly tapping into me with their 401k and employee benefit questions. The itch to explore a career in financial planning continued to grow until becoming insatiable, it was time for me to switch gears.
The following five years were dedicated to learning the art and science of comprehensive financial planning: first with the ultra high net worth clients at Ayco, the private wealth management group of Goldman Sachs, and later at a top ranked fee-only planning firm here in New Jersey. It did not take long to realize how fitting this work was; my gifts and skills had found an outlet.
Today, as a founder of wHealth Advisors, I find immense fulfillment in knowing that we use our platform as a force for good. While donating a portion of our profits and offering pro-bono services to those in need is something I’m incredibly proud of, these commitments would not be possible without our most valuable asset – our clients. My life’s mission has been dedicated to helping clients live their best, most fulfilling lives by doing what I know and love: comprehensive financial planning. I am excited to meet you and look forward to the opportunity of working together on YOUR journey to financial independence!