Client Service & Partner Liaison
Hometown: Fairfax, VA
What quality of yours makes you best suited to do what you do?
My strong organizational skills paired with patience and attention to detail enable me to focus in my role in serving clients and coordination within the team.
How should people think about their wealth?
Plan ahead, but don’t overthink it!
Favorite Quote or Personal motto
“You miss 100% of the shots you don’t take. -Wayne Gretzky” -Michael Scott
How do you spend your time outside of work?
With friends & family, watching movies, traveling, and practicing yoga
What accomplishments are you most proud of?
Paying off my student loan debt all on my own.
Education and Licenses:
- George Mason University – BA Sociology
- SIE: “Securities Industry Essentials Examination”
- Virginia Notary Public Commission