I joined PartnersInWealth in July 2019 as a Data Integrity Associate. I’m focused on making clients’ lives easier by assisting them with their finances and implementing our technology to execute our firm’s recommendations.
I hold a BBA in Finance with a specialty in Personal Financial Planning and Corporate Entrepreneurship. I began my career in Financial Services working for several large broker dealers, and then transitioned into a private wealth management role with a comprehensive planning approach.
IN MY WORDS
Finances are an important aspect of our lives and a vehicle we use to achieve our goals. Most of our decisions are affected by our finances, which is why it is crucial that we have a trusted advisor who can help guide our decisions. Our firm’s Personal CFO model helps our clients gain a better understanding of their holistic financial picture across all aspects of their lives.
I am committed to enhancing the client experience by providing resources and a high level of personal service to our clients. My goal is to give clients a sense of reassurance and satisfaction by working alongside them to help them achieve their goals.
I am committed to making an impact on my community. During my free time, I enjoy volunteering at the local food bank and events in my area. I also strive to achieve new experiences in life, and enjoy international travel and trying different types of food.