I help individuals and families navigate their financial lives by ensuring their day-to-day needs are met. Whether it’s scheduling client reviews, preparing meeting materials, assisting with account-related requests, or supporting our team’s marketing efforts, my goal is to provide a seamless and positive client experience.
Beyond operations, I serve as a trusted point of contact, offering timely support and guidance. My passion for personal finance, strategic planning, and helping others led me to pass the CFP® exam, and I continue working toward fulfilling the certification’s experience requirement. I also gained hands-on experience through Baird’s rotational program at the firm’s headquarters, which broadened my understanding of wealth management and the full scope of Baird’s capabilities.
I believe financial conversations should be clear and approachable. Whether working behind the scenes or directly with clients, I strive to make every interaction efficient, personalized, and easy to navigate.
Outside of work, I enjoy golfing, running, and watching English soccer, as well as taking my car to the track for autocross events. Family is especially important to me, particularly my close bond with my brother, David, who has special needs. I also enjoy spending time with our family’s energetic puppy, Jayda.
At the end of the day, my goal is to combine my passion for financial planning with my commitment to helping others, ensuring they feel secure, prepared, and in control of their future.