As a pharmacist for almost 20 years, I've gotten good at analyzing data, synthesizing information from many different sources and finding the best choice. Attention to detail, learning to listen and asking good questions are essential to being a good pharmacist. Like each patient, each client had a unique set of challenges that need a personalized solution. No two clients are going to have the same needs and pressures. I ask questions and listen when I'm taking a patient history and I do the same with your unique situation and goals. I feel driven to help people. Whether it's overcoming illness or achieving financial security.

 

But what about being a pharmacist makes me qualified to give financial advice? I have worked hard on developing my expertise in financial planning. I am currently enrolled in the coursework to become a Certified Financial Planner (R) as well as completing externships and residencies to learn how to apply the things I've learned in the real world. In medicine, you never guess. You learn and look to the research to find the right answer. I do the same with financial planning. I'm never going to give a recommendation that isn't supported with a clear explination and numbers. I've been able to use my finanical planning skills to help my familty achieve a more balanced life. I am at a point where I can afford to spend more time at home with my kids while they are young, and pursure a new career because I find it stimulating and fulfilling. Without worrying about how much it pays. That's my version a life on my tems. I want to help others find whatever their version is.