Growing up, my dad taught me invaluable lessons on the importance of stewardship, and financial literacy. As a young teenager, I worked at a Ford dealerships detail and body shop, which built a strong work ethic and honed my problem-solving skills to benefit each client I served. Additionally, attending a military school throughout middle and high school instilled principles of accountability, attention to detail, and pursuit of excellence – each of which contributed to a solid foundation that influences the way I approach my career today.
My passion for mathematics and finance has always been intertwined with a deep desire to practically meet the needs of those around me. Near the end of my college career, I accepted a position as an intern at a large corporate asset management firm, which sparked my passion for financial planning. Here, I realized I could leverage my analytical skills to assist individuals and families in navigating their financial journeys with confidence and clarity.
After graduating with degrees in Finance and Financial Planning, I joined Covenant in the summer of 2024. In my current position as a Client Concierge, I play a pivotal role in supporting advisors with client strategy sessions, financial planning, and operational tasks. I earned my Series 7 and Series 66 registrations which are held LPL Financial, which provides me with practical knowledge and understanding of the nuances of the industry. I am grateful to be part of a team that prioritizes lasting relationships and is driven to provide tailored financial solutions.
My goal is to eventually transition into an advisor role where I can continue to build these relationships to help clients navigate the challenges and successes that life may bring. I believe that financial decisions are deeply personal and require empathy, trust, and commitment to understanding each unique circumstance. Money is intertwined with almost everything you do, and my goal is to empower clients to make informed financial decisions that lay a solid foundation for future success.
Outside of work, I enjoy spending quality time with friends and family, playing piano, and diving into new books. Whether I am working out or taking a long hike, I love to be outdoors and discover new places.