1. I was born and raised in Hartford, CT. I spent the bulk of my career in Chicago, IL but moved down to Lexington, KY in 2018, which is where I currently reside. 2. I met @Joe Moss in 2019 as I was launching my RIA, High Knoll Wealth Advisors. Having spent the bulk of my career working in AdvisorTech at Morningstar, it was only natural that Joe and I hit it off. 3. In addition to running my RIA, I teach finance courses at the University of Kentucky and Western Kentucky University. I'm currently focused on getting through the school year but am in the process of on-boarding our first advisor (outside of myself).