Born in Louisville, KY, to my loving parents Mary and Kilian, I quickly found an overwhelming passion for classical music and helping others. To say my upbringing was not a traditional one would be something of an understatement. My mother worked for many years as a public-school reading teacher and became an accomplished pianist and vocalist. My father was a member of the Army Air Corps during World War II and later became a Trappist Monk, working as an apprentice to the renowned writer and philosopher, Thomas Merton. Later in his life, my father spent several years constructing pipe organs with the Steiner-Reck Organ Company, adding a level of depth to my already blossoming love for music.It is often said you are an accumulation of your experiences intertwined with your upbringing. My story is just that. When Coronavirus hit, I found myself consumed with the desire to make a positive impact on the people around me. I witnessed first-hand the financial struggle many faced on a daily basis and sat wondering what I could to do provide a helping hand. After speaking with a long-time friend, I was offered the chance to step away from music and help families become more financially stable.Through detailed organization and carefully implemented strategy, I am able to effectively communicate to my clients how to better manage their cash flow, protect important assets, build meaningful wealth, and live a better overall life knowing they have a sound plan in place. With a heart to give and a heart to educate, I am more than happy to share my knowledge with anyone and everyone willing to listen.
The Living Balance Sheet is an interactive web-based tool grounded on a unique philosophy that challenges traditional thinking and offers a new approach to financial decision making. It adheres to a proven process that helps clients achieve their financial goals.
Keeping track of finances using multiple websites, statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe.
The Living Balance Sheet provides you with a consolidated and up-to-date view of your complete financial picture. With one account you gain access to daily updates for all of your:
■ Assets ■ Liabilities ■ Insurance protection ■ Cash flow ■
With all accounts and values in one location, you always know what you have and what you’re worth.
The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2021 Guardian. Financial Representative of Guardian.