I have always been drawn to numbers and math, but it was during a high school calculus class that I realized engineering wasn't my path. Instead, my fascination with finance and economics led me to channel my numerical skills into finance. I enjoy the problem-solving aspect of analyzing portfolios and crafting solutions that align with client goals. I hold a BS in Business Administration with a Concentration in Finance and am a Certified Plan Fiduciary Advisor (CPFA).
Being born and raised in Raleigh, NC, I've witnessed the city's evolution and growth over the years. I have a passion for sports, particularly NC State football, basketball, and baseball, and I'm also a devoted Los Angeles Dodgers fan. Exploring Raleigh's unique spots, whether it's a hidden gem restaurant or an eclectic store, is something I thoroughly enjoy. My love for travel started with annual trips to Disney World, but these days, I find solace in the beauty of the NC mountains. Golfing with friends from high school and college is another pastime I cherish.