Growing up, I've always been fascinated with the stock market. My grandfather gifted me a "Stock Market for Dummies" book when I was in 6th grade which only got me hooked further, and that fascination turned into a passion that eventually led me to my career in finance. With 13 years of experience under my belt, I've previously worked at Capital One Investing and Secrest Blakey & Assc., and have since found a home at our firm.
What I love most about my job is the sense of fulfillment I get from contributing to a client's growth in assets, knowing that it allows them to live a more rewarding life. As a guide, I aim to provide a fresh perspective to solving an issue, especially when it comes to an understanding of complex and esoteric financial concepts. By boiling them down into investable strategies, I help implement those strategies for our clients.
I was born in New York and raised in Charlotte, NC, where I currently reside in Mooresville. Whether I'm exploring new hiking trails, indulging in my love of music, or simply enjoying time with my family, I try to bring the same level of passion and dedication to everything I do.
I am passionate about helping clients achieve financial success and providing them with a comprehensive and integrated experience.