I started my career in corporate finance where I obtained my CPA license, rising to Chief Financial Officer of a $500M+ revenue corporation before deciding to turn my love for personal finance into a career in 2020.
Initially, I worked with families in all stages of their financial journey at a fast-growing RIA. However, I soon realized that my favorite clients were those who shared my corporate background and desire for financial independence. Often these clients had crossed over into entrepreneurship from Corporate America.
They wanted help with asset allocation and to make sure they weren’t missing anything so they could focus less on their finances and put that energy where their real passions were.
So I founded Purpose Built to help these households reach their financial goals and focus on their true passions.