As a financial planner, my role centers on helping people make daily progress toward improving their financial picture. My journey with The Planning Center began as an intern during the summers of 2011 and 2012, and I joined full-time after earning my finance degree in 2013. Beyond meeting with clients, I also lead our investment committee and assist with trade-desk projects. Building lasting relationships with clients and seeing the joy on their faces when they achieve their financial goals is what drives me every day.
