Millennial Financial Planning

Owner & Financial Advisor

During the past decade, I've had the opportunity to learn and grow under some great mentors and financial professionals. During that time, I repeatedly heard from friends, acquaintances, and peers about how they couldn't afford the help they needed to figure out their financial lives.

Over time, I tired of helping older generations pinch pennies for themselves while Gen X, Millennials, and Gen Z have been hung out to dry due to a confluence of events: the Dot Com Bubble, the Global Financial Crisis, stagnant wage growth, Covid-19, post-Covid inflation, lack of housing supply causing unaffordable housing, and tariff-led inflation.

So I decided to start Millennial Financial Planning to work with the people that most advisors traditionally don't pursue: young(ish) people with great potential and few assets, those rebounding from a tumultuous financial period in their life, and those who know they can do better and just need someone to show them the way.After 10 years in finance, I've learned that money is emotional and this fact causes behaviors that too often get in our own way. It's this person-first focus that has allowed me to facilitate real growth in my clients' financial lives and have great professional and personal relationships with them. I've thoroughly enjoyed my short time running MFP, and I can't wait for what the future has to offer.