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Founder at Collective Wealth Planning
As a CFP , I have spent over a decade focusing on the connection between money and values. Fostering greater purpose with my client families while elevating the financial planning profession is core to who I am. I am an Enneagram 3 (the Achiever) and 8 (the Challenger), and a Kolbe 8/5/4/4. I love learning, gardening, and being an active member of my community. I excel at throwing parties, am okay at running, and am terrible at portion control when it comes to dessert.
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