I joined Southeast Retirement Planners as an intern during my final semester of college and was fortunate to transition into a full-time Client Service Associate role after graduating from Lenoir-Rhyne University with bachelor’s degrees in Finance and Accounting. Having attended school just up the road, I am proud to begin my career serving the community I have called home throughout my college years. I am currently working to obtain the securities licenses necessary to become a Financial Advisor while continuing to expand my knowledge of the financial services industry.
During college, I played football for three years and was part of a conference championship team during my sophomore season. I was also honored to receive the Ronnie Lott Heavy Hitter Award, which recognized my toughness and commitment to my team.
I bring that same commitment to building strong client relationships and helping individuals and families pursue their financial goals. I am passionate about providing personalized support and guidance and look forward to being a member of this team and growing my career while serving clients throughout our community.