Categories
FINANCIAL ADVISORS / STOCKBROKERS
About Us
My vision is to help you successfully navigate your financial roadmap using holistic financial planning and offering my full support and guidance. My clients have found success and confidence in my ability to keep them on track with assessing their retirement goals, help manage expected or unexpected life events, and obtain sufficient education planning.
I graduated from Ohio University in 2017 with a Bachelor of Science degree in finance with a focus on financial planning. Throughout my academic tenure, I was an active member of various investment groups, most notably holding a leadership role in the Derivatives Management Group, which focused on the management of Ohio University’s endowment fund. I moved to Charlotte in 2018 to further my career in the financial industry. I joined Edward Jones in 2022 in a quest to help better serve my clients.
When I’m not in the office, you can find me kayaking the rapids at the Whitewater Center, cheering on Ohio State football, spending time on the lake with my friends, visiting my loved ones in Ohio and Tennessee and reading books – typically on professional and personal development.
When my clients need assistance with consistent service, my branch team of Nita Dunn and I are the best points of contact for a personalized and white-glove service experience. I welcome the opportunity to work with your local or out of state accountant and attorney to offer the most comprehensive experience for yourself, by utilizing all my expertise and that of Edward Jones. I am looking forward to working with you.