I've spent the last 10 years running national financial education programs, first for unions, and then for the Consumer Financial Protection Bureau. During that time I also worked with private clients doing financial coaching. I've always enjoyed the client-work more than program management about client-work so I just left CFPB and am working to build a comprehensive financial planning practice.
Fortunately, I have a head start because of my successful financial coaching practice. I've received great advice from fellow DC native Fran Goldman. That's what brought me to ACP. I've been so impressed with the expertise and generosity of the people I've met in the community and look forward to being a part of it.
When I am not working on financial education and planning, I enjoy spending time with my family (wife and 2.5 year-old), am active in community affairs where I represent about 20,000 as the chairperson of my advisory neighborhood commission, bake bread, and play ultimate frisbee.