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I am an entrepreneurial-minded personal finance specialist dedicated to taking a holistic approach to financial well-being. Leveraging my background in event marketing, I have successfully created and executed online events showcasing innovative digital health solutions. With over 4 years of experience, I have built and managed in person and virtual event programs from the ground up, utilizing platforms such as SalesForce, HubSpot, Google Office, and Microsoft Office. My passion for personal finance lies in helping income earners better address their relationship to money by eliminating financial risk, minimizing fees, and optimizing tax strategies. I am committed to revolutionizing the traditional approach to finance and empowering individuals to take control of their financial futures. I strive to deliver valuable insights and strategies to enable financial security and success for my clients. In addition to my professional pursuits, I am deeply interested in mental health and wellness. I integrate mindfulness, meditation, and yoga into my work and personal life, striving to share the benefits of these practices with others. My holistic approach to finances extends to my personal mission of incorporating well-being practices into financial planning. In my spare time, I indulge in my love for cooking, hiking, camping, and exploring new places.
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