Assistant Operations Specialist
Every day is an opportunity to inspire, connect, and grow. I am passionate about helping my team and clients achieve their goals while bringing joy and resourcefulness to both my career and community. My philosophy is simple: seek the good in everyone and find creative solutions to every challenge.
I grew up in the welcoming town of Spring Hill, Tennessee, just south of Nashville. My journey then took me to east Tennessee, where I earned a bachelor’s degree in accounting from the University of Tennessee at Chattanooga. The first decade of my career was spent immersed in public accounting, building knowledge in bookkeeping and tax preparation. However, my desire to make a more significant impact led me to wealth management, where I could help others align their financial goals with their long-term aspirations and personal values.
At the core of my work is building relationships and finding streamlined solutions. I thrive on learning who our clients are, what they value, and where they see themselves in the future. Helping them achieve their dreams is not just my job; it’s my greatest professional fulfillment.
Since 2017, I’ve had the privilege of calling the Lowcountry home—a place that has truly captured my heart. My husband, Aaron, and I love spending our days on the water or exploring the charm of Bluffton and Beaufort. My creative passions include acrylic painting and cooking, both of which bring vibrancy and joy to my life. Antiquing is another favorite hobby, as I find uncovering hidden treasures from the past just as thrilling as hosting lively gatherings with friends and family. Whether through shared moments or rediscovered pieces of history, I cherish the beauty found in life’s simple, meaningful connections.