I started my career in the Financial Services industry as a Financial Professional Trainee under the Modern Wealth Partners Team in May of 2021. I joined this team shortly after graduating from Northern Arizona University with a Bachelor of Science in Business Administration with an emphasis in Finance in April of 2021. At NAU, I also pursued and obtained certificates in Investing and Business Economics. Upon graduation, I was named the Outstanding Senior in Finance for the Spring 2021 graduating class.
Throughout 2021 and early 2022, I worked closely with John Findley and several other advisors from the Modern Wealth Partners team to learn the ins and outs of the Financial Planning Business. During the same period, I worked to obtain the necessary licenses to join the team as a planner myself. Now I work alongside the other advisors of the Modern Wealth Partners team to help our clients position themselves and their assets to achieve their financial goals.
I am truly blessed to have the opportunity make a positive impact on the lives and financial futures of my clients.