As a Wealth Management Associate, I am dedicated to helping clients navigate their financial journeys with confidence and clarity. In my role, I assist clients with a variety of service-related needs, including account research, processing new account applications, fund distributions, and general account inquiries. I take pride in providing responsive, detail-oriented support while helping ensure a positive client experience.
I graduated from Kennesaw State University in May 2025 with a degree in Finance and began my career with a strong commitment to client service and professional growth. I am equally committed to expanding my knowledge of the wealth management industry and growing as a professional. I am grateful for every opportunity to learn and develop within the profession.
Outside of work, I live in the Metro Atlanta area with my dog, Rowan. In my free time, I enjoy spending time with friends and family, trying new restaurants, attending concerts and live music events, and cheering on the Atlanta Braves!