"As a Registered Investment Adviser, I go above and beyond the traditional role of managing investments. I help my Equestrian clients build more profitable businesses."
How it All Started
I have spent an incredible amount of time and energy in studying both the equestrian world and the world of personal finance.
Since the age of six, I have spent most of my free time around horses. As someone who loves horses and animals in general, I have always been drawn to these creatures. During my late twenties, I spent a few years traveling and riding as a professional. I had the fortune to ride for one of the first US female riders to receive an Olympic gold medal- Leslie Howard in Wellington Florida. I then flew to Germany and worked for Olympic bronze medalist Karsten Huck. After a year and a half in Germany, I returned to the US and worked for Northern California trainer phenom Gry Mcfarlane as a professional rider.
After studying the equestrian business from both coasts of the United States, and learning more about the business in Europe, I returned to Gry’s stable with several nice German imports. Gry mentored me and helped me develop my investment horses into commercial successes as well as taught me a lot about the horse business in general.
As a second generation Certified Financial Planner, I eventually returned to the more lucrative family business of financial planning with my dad as my mentor. Even with modest success importing sale horses and as a horse trainer- it puzzled me why it was so difficult to be financially successful in the horse business.
The high overhead, the scarcity of clients, the culture among the horse industry, the difficulty in scaling- all these factors felt like headwinds for the horse professionals trying to carve out a living working with these beautiful animals.
I made it my mission to help equestrians improve their financial mindset, business plans, and overall financial plans because I truly believe it will lead to a higher quality life for their horses.
Expertise Tailored For Your Success
I work with equestrians specifically to figure out what is their vision and dream that they have for their lives. Once the dream has been defined, we work together to create an actionable plan to make it a reality with simple language and concepts.