My Professional Background
As a client service specialist, I am responsible for preparing client reports, drafting financial plans, and planning for client meetings. I actively look for opportunities to deepen my knowledge of our business while also supporting our advisors.
My Wealth Management “Why”
I joined Trellis Advisors, now Highland, through an internship, and parlayed a strong work ethic, passion for serving others, and learn-and-grow approach into a permanent role.
My Personal “Living Fully”
I enjoy traveling, mountain biking, hiking, and spending time with my wife.