With more than 14 years of industry experience, including work with firms such as Vanguard and Merrill Lynch, I bring a thoughtful, client focused approach to supporting meaningful financial relationships. In my role, I support Kathy Wills and work closely with her Client Services Specialist, Nelly Johnston, and the Addison Avenue team to help deliver a consistent, attentive client experience.
My philosophy centers on taking a long term view, staying focused on clients’ needs, and remaining adaptable in changing market conditions. I combine strategic perspective with tactical flexibility, with trust at the heart of every client relationship. One of the most rewarding parts of my work is seeing how thoughtful guidance can have a positive impact on clients’ financial lives.
Outside of work, I enjoy sports, spending time outdoors, traveling, and reading.
Qualifications: holds series 7 and 66 securities licenses.
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 Technology 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.