Rivermark Wealth Management Has Joined Falcon Wealth Planning

Professionally, I’m proud to have started and developed two successful career paths to date. First, in corporate finance, I grew from an entry-level analyst to Vice President and Finance Leader of a large P&L and client relationship. Then pivoted to personal financial and tax planning, where I started a practice from scratch and built up my business, one very happy client at a time, to a level of sustainable income. What I’ve learned on the journey in finance, both corporate and consumer, is my success has been my ability to help clients connect their spreadsheets to their stories.