We build technology to enable our advisors to more quickly visualize your situation and put together the most optimized guidance for your situation. We know your money is hard-earned and we take pride in helping people feel confident and organized with their finances. When you reach your goals, we feel successful too.
Grove is a Registered Investment Advisor, and our advisors are held to the fiduciary standard of care – to act solely in the client’s best interest when offering personalized financial advice. In addition, the creation of your financial plan will be overseen by a Certified Financial Planner®.
Whether or not you decide to partner with us, we hope that you’ll find the best financial solution for you.
I’ve been working in personal finance for over a decade and love the work I do with my clients. I began my career working for a traditional wealth management firm in Chicago and eventually founded my own financial advising practice in San Francisco. I joined Grove because I am passionate about providing great financial advice at a larger scale, including to people who traditionally have not had access to a financial planner. When I’m not putting together financial advice, I enjoy being outside enjoying the Bay Area (often on my bike) or organizing my monthly lecture series. I’m looking forward to working with you!
I’ve been helping clients with their personal finances for close to 10 years and love it. I started off building plans for new parents to help them map out their futures and prepare for catastrophic events. More recently I worked in a traditional wealth management firm where I was helping clients preserve their assets during retirement. My passion lies with helping clients build their financial foundation and guiding them to make decisions based on their goals and their current financial situation. With Grove, I am able to guide and support clients to dig into and get on track with their finances. When I’m not giving financial advice, you can find me painting or at the farmer’s market with my nieces. I look forward to speaking with you!
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