After nearly a decade in the customer service industry, I've cultivated a diverse skillset under the guidance of First Tech’s supportive management team and now bring that experience to Addison Avenue Investment Services. My approach with clients centers on building genuine connections and understanding their motivations, believing that strong relationships and clearly defined objectives guide clients in the right direction and give them more confidence when making financial decisions.
Fueled by continuous learning and an unwavering work ethic, I approach each day with an open mind, relentlessly pursuing a deeper understanding of the 'why' and 'how' in my field. This allows me to be more well-rounded in my client services and appreciate the rewarding feeling of helping clients get one step closer to their goals.
Prior to entering the financial services industry, I initially embarked on a path in Chemical and Biological Engineering at CSU. However, I transitioned to graduate with a Bachelor's in Fermentation Science and a minor in Food Safety in 2021. But since graduating, I have truly enjoyed my journey in the field of personal finance, and I look forward to this next step in my career.
In my personal time, I enjoy a variety of art-and-craft hobbies, including pottery painting, beadwork, drawing, looming, and painting. These activities allow me to express myself creatively, adding depth and balance to my life. I also cherish visiting my family and sharing a passion for PC video games with my partner.
Qualifications: Holds Series 7 securities license.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.