I’ve always appreciated the clarity and focus that comes by creating a plan, doing the hard work, and seeing it through. I can’t attribute one singular moment that drew me towards financial services/personal finance. It was more of a culmination of exposure to financial topics such as economics in high school, fundamental business classes early on in my college career, and a serendipitous connection through a friend that led me to Macco Financial in the summer of 2015. Later that year I joined the MFG team as a marketing intern and was able to experience the multiple facets that exist working for a small business in the financial services field. During those first few months I knew that financial planning is where I wanted to position my time and effort for my working career. I went on to pass my Series 7 and Series 66 licensing exams in the summer of 2016 before completing another internship as an associate financial advisor. I ultimately joined Macco Financial Group as an advisor full time after graduation.

Financial Planning offers a unique vocational experience when performed at the highest level. On one hand you must be knowledgeable and competent in a wide breath of information, able to decipher information quickly, and apply experience and expertise to a given scenario. On the other hand, our work is extremely personal, guiding individuals and couples through some of life’s most formative decisions. Everyday I am reminded of this opportunity and responsibility. Ultimately this second aspect of the work we do is what drew me in. Working with people to develop a plan, set markers for success, and adapt and change that plan as life changes. This process is what I enjoy most about my work. The result is a clear vision for the future and the knowledge that when plans change, we are going to be ready.