My Professional Background
As an associate, I am responsible for drafting financial plans, developing analyses, and assisting in the creation and implementation of client investment plans. My career in financial services began as an intern with Trellis Advisors, which merged with Highland in 2023.
My Wealth Management “Why”
I credit my restaurant experience for shaping my holistic view of client service.
My Personal “Living Fully”
I enjoy going to live music events and spending time with my family.