Private Wealth Advisor
Enthusiasm is at the core of all that I do. When I undertake an endeavor, I commit myself to it wholly, which is reflected in my work.
Though I am a Memphis, TN native, I ventured to the University of Alabama for college and have been in our lovely state ever since. After graduating Magna Cum Laude with a Bachelor’s degree in Finance and an Honors College degree in 2018, I made my way to Birmingham to delve into the professional world. While originally, I was not sure of my direct career path, I discovered that I could fuse my variety of skills within the industry of financial planning and advising.
My background in research and account management along with my analytical thinking allows me to seamlessly weave practical elements of our industry into personalized plans that pursue clients’ goals and reflect their values. Learning about a client along with their intentions and what they want to accomplish is my favorite part of what I do. Being able to help develop a plan to achieve these goals is a wonderfully rewarding, tactile result that can assist to provide guidance for you and your future.
My secondary education instilled in me a great awareness and understanding of the importance of helping others, which dually fuels my involvement outside of work as well as in my occupation. My priorities in life include supporting and spending time with family and friends both near and far as well as finding ways to bring creativity into all elements of my life from cooking to exercise to art. I am blessed to have a wonderful village here in the special city of Birmingham and grateful for the opportunity to serve you through Somerset.