I’m a Cum Laude graduate from the University of Kentucky, where I earned dual degrees in Finance and Accounting and completed the coursework for my CERTIFIED FINANCIAL PLANNER™ certification. During my time there, I was an honor student and actively involved in organizations like the Finance Society, Phi Sigma Theta National Honor Society, and the National Society of Collegiate Scholars.
At Acuity Wealth Advisors, my primary role is portfolio management, which I’ve taken on since passing my Series 65 exam. I also play a key part in money movement and administrative operations—ensuring smooth transfers, distributions, and day-to-day efficiency—while handling internal accounting duties that keep our firm running effectively.
Outside of work, I’m a fitness enthusiast, avid golfer, and proud dog dad to my seven-year-old Golden Retriever, Lilly—I love spending time with her and staying active outdoors.
I’m passionate about helping clients build and protect their wealth with a fresh, analytical perspective, and I’d love to bring my energy to your financial journey. Let’s connect!