Osaic Foundation

My practice centers around serving families who have experienced a loss and young growing couples who are preparing to enter the “sandwich generation”—the time where they are growing in their careers while simultaneously taking care of their kids and parents. We put legacy and transition at the forefront of our conversations. I talk with my families is by using a “doctor analogy,” speaking about how their “health” is their number one asset and it’s not even on their balance sheet. They need to take care of their physical health, their mental and emotional health, and their financial health. We stress the importance of taking care of your health so you can take care of the people you love around you. I just focus on the financial lens.

Unfortunately, my dad rarely went to the doctor, and didn’t take care of his health in all three aspects. Because of that, he died without a will and left my family in turmoil during our most trying time when we were grieving. It was and is difficult to come to terms with.

When having conversations with 25–45 year olds, we talk through the elements that would lead them to their most fulfilled life, how money was talked about in their home growing up, and of course their balance sheet. During this conversation, I make sure to ask every prospect, “Do you have a will?” Unfortunately, 99% don’t, leading me to ask, “Is it time to start thinking about it?” The people who want to be introspective, talk about their mortality, and care about their families say yes. Those are the people I want to work with.

Growing up, my family was always charitably minded. I knew as an adult I wanted philanthropy to be part of my life and practice. Just months after my dad’s passing, a close friend called me and invited me to volunteer with Experience Camps in Pennsylvania. Six years later, I serve as the Program Director of the Georgia Boys program leading 144 campers and more than 70 staff members through the week of camp.

Experience Camps are free, one-week overnight summer camps where children ages 8-18 who have suffered the loss of a parent or sibling can feel the support of a community who “gets it.” With the help of our licensed therapists, our campers learn coping strategies while experiencing the joy of play and true belonging in traditional summer camp activities. Through compassion, connection, and play, we allow grieving children to embody a life full of hope and possibility.

The programs at Experience Camps are held in seven states (CA, GA, MD, ME, MI, PA, with our newest camp opening in Connecticut in 2025). I work year-round to recruit volunteers, build out the schedule for the week of camp, and organize activities to give our campers and volunteers the best experience possible. Camp is unanimously known as “THE BEST WEEK EVER!”

I operate the majority of my business over Zoom, so I’ve made my Zoom background a sunset picture of one of the lakes at camp. It’s such a peaceful image that my clients often ask me about it. This gives me the opportunity to talk about Experience Camps. It creates a conversation beyond the numbers and allows them to see me as more than just a financial advisor. They see me in the light of someone that wants to do good in this world, someone who cares about them and their loved ones, and someone they can trust. The families I serve often want to support my efforts in the community because the cause resonates with them. They want to support me based on the bond we create through my planning process and the relationship we build.