Advisors Who Put You First

michelle-morris-head-shotI founded BRIO Financial Planning to help real people achieve financial independence. I have always been interested in personal finance. As a child, I remember being awed as the balance of the savings account my grandmother established for me rose through the magic of compounded interest. Of course, interest rates were a little higher then! Today we have many more options for saving and investing. Navigating these choices can be overwhelming, but I believe the best probability of achieving financial freedom belongs to those who create, implement and diligently follow a plan.

I have a BS in Microbiology (paid for in part by Grandma’s savings account). I spent two years in the Lutheran Volunteer Corps working in an inner-city medical clinic in Washington DC and later graduated from a Physician Assistant (PA) program. I worked as a PA for 15 years in a variety of clinical and managerial settings. Eventually I decided to change gears. I started by taking a tax course which led to tax preparation work. I was hooked! I obtained a certificate in Financial Planning at Boston University and I passed the CFP® exam in 2010. In 2012 I earned the Enrolled Agent designation which allows me to represent taxpayers before the IRS.

I am an active member of the Alliance of Comprehensive Planners (ACP), a national network of financial advisors focusing on holistic planning strategies; the National Association of Tax Professionals (NATP) and the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.

I live in Quincy, MA with Matt Jarpe, my husband of 26 years, our teenaged son Sam and a dopey English Setter named Gambit.

Contact us today.