As a young college student, I was drawn to the field of finance as I was eager to make a tangible impact on people's lives. However, I struggled to see how these aspirations could align until I heard a financial planning professor speak about the industry's potential to help individuals pursue their financial goals by building meaningful relationships. That moment marked a turning point for me, and I quickly changed my major to Financial Planning, while also pursuing minors in Accounting and Spanish.
This drive to make a meaningful impact led me to Covenant near the end of my college career where I accepted a position as an Intern. Throughout this time, I had the privilege of supporting the financial planning team, serving as a client concierge, and assisting with essential paperwork. These experiences equipped me with invaluable skills and knowledge, preparing me to serve clients with excellence.
After completing my M.B.A. in the spring of 2024, I returned to Covenant in a full-time role as a Client Concierge, with aspirations to become a licensed Financial Advisor in the future. Additionally, I earned my Series 7 and Series 66 licenses as designated by LPL Financial, which provides me with practical knowledge and understanding of the nuances of the industry. I cherish the opportunity to integrate my faith with my professional life in an environment that prioritizes service and shares a common goal of helping clients pursue their dreams and leave lasting legacies.
Beyond merely managing finances, I am passionate about walking alongside clients through every stage of life, forming deep relationships, and providing uniquely tailored financial guidance and support.
I have had a few different jobs in various service industries throughout my high school and college years, where I have learned the profound impact of genuinely seeing and caring for others. I am passionate about continuing to cultivate these meaningful relationships throughout my career, knowing the transformative effect it can have on individual’s lives.
Outside of work, I love to spend time with my family and friends and am often at the beach with them in Ocean City, NJ. I really enjoy finding new recipes and cooking a delicious meal to bring people together around the table. Additionally, I am an avid golfer and I enjoy reading books of various genres including fantasy and fiction.