I am a Client Service Associate, getting ready to graduate in the coming months. Financial planning stood out to me because it sits at the intersection of analytics and relationships.
I support advisors and clients with the day-to-day details that keep the planning process moving smoothly, and I take pride in being dependable, organized, and someone the team can count on. Originally from a small town outside of London, I spent the past several years in Charlotte and recently moved to the Raleigh area as my fiancée prepares to attend UNC School of Medicine. Outside of work, I enjoy Golf, Tennis, and Cooking