Why I Started Eagle Grove Advisors
As my friends and peers progressed in their careers, they started coming to me for financial advice and some were looking to hire me as their financial planner. At my previous jobs, the focus was on assets under management and our fees were based on a percentage of money invested with the firm. This prevented many of my peers from working with me because they were just starting to save and did not meet my firm’s minimum account balance.
I left my last role serving New York City’s ultra-affluent community because I believe that individuals shouldn’t need a seven-figure portfolio to have access to a fee-only Certified Financial Planner™. My goal is to help guide my clients through both the exciting and the difficult times while reducing stress to allow them to focus on what they enjoy most in their lives.
My Professional Story
I graduated from Penn State with a finance degree during the worst economic landscape since the Great Depression (what a time to look for a job!). However, that did not stop me from pursuing a career path where I could use my analytical and interpersonal skills to help others achieve their goals. My persistence paid off as I landed my first gig as an analyst at Goldman Sachs’ Ayco Company, a firm specializing in financial planning for Fortune 500 executives. This role opened my eyes to what financial planning was and how a well thought out plan can leave a lasting impact in clients’ lives.
My next stop was at Convergent Wealth Advisors where I helped manage all aspects of the client relationships. During my time there, I enrolled in NYU’s financial planning program to pursue the CFP® designation. The seven-course program provided me with in-depth knowledge of financial planning, insurance planning and risk management, investment planning, income tax planning, retirement planning, and estate planning.
My most recent role was as a senior advisor at AJ Wealth. I joined AJ Wealth during the company’s early stages and was actively involved in crafting the firm’s investment philosophy, employee training, compliance, and marketing efforts. During spring 2013, I sat and passed the CFP® examination which makes me one of less than 3,000 advisors under the age of 30 to hold the profession’s most recognized designation.
In 2016, I was awarded the Enrolled Agent certification by the Internal Revenue Service (IRS). An Enrolled Agent is a tax professional who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax return policies. Enrolled Agent status is the highest credential the IRS awards.
All of this experience, along with my desire to serve my peer group, has culminated in the launch of Eagle Grove. I created an independent firm from scratch in order to reduce as many conflicts of interest as possible so I can align myself with you and together we will work on achieving your life’s dreams.