What inspires me
In my personal life, I strive to always be trying something new. I believe that through these new life experiences and learning opportunities that I will be better equipped to assist our clients. Empowering clients to live their lives to the fullest and meet their goals is the most rewarding part of being an Associate Advisor here at Fulcrum.
How I impact my clients
I collaborate with clients to help them along their journey, whatever the end goal may be, by working with clients to tailor financial planning to each client’s unique circumstances.
On the weekends
While I do enjoy the occasional slow weekend, you can typically find me doing anything outside with my dog, Nali – whether that be backpacking and fly fishing during the summer months, skiing during the winter months, or mountain biking and running in between. I am also a huge fan of live music, so I leave lots of room in my budget for concert tickets. New to the PNW, I am doing my best to adapt to the new scene, especially the area’s unfortunate love for IPAs.
- Bachelor of Science, Finance, Arkansas State University
- CERTIFIED FINANCIAL PLANNER™