Operations Manager
I have been in the financial planning industry since 2016. Most recently I spent four years at a smaller RIA firm where I was able to build up a strong client service team and an efficient operations/technology network. My work helped create a thriving environment for advisors to focus on business development and servicing their clients. In 2021 I joined Highland to focus in on financial planning and client service.
I want clients to feel successful in their financial lives. Many people work hard and make a lot of personal sacrifices in building their wealth and I want to make sure clients can get the most out of what they’ve worked so hard to accumulate. This often means simplifying complex financial concepts to provide greater clarity, which I am passionate about.
On most nights you can find me practicing my calligraphy or reading books. I also enjoy spending time on mountain trails on sunny weekends; it’s a great way to hang out with friends. Tiger mountain has been one of my favorite local hikes as of late!
My local church community is my greatest passion in life. I love people and I enjoy helping people connect with each other. I like having a positive impact in their lives through volunteer work and serving those in need.