Experience

I started my career at a nation-wide Investment Management firm in 2005. After several years of building various wealth management skills, I started a position at a military family-focused company in the Wealth Management division and eventually took on Advisory and Supervisory roles. In 2015, I was fortunate enough to have the opportunity to interview at DVI. The rest is history!

Credentials

Certified Financial Planner^® (CFP^®), Series 7, 24, 51 and 66.

Education

Bachelor of Arts in Economics and English Literature from Emory University & Master of Business Administration from University of Florida.

What are the values that drive you in your professional and personal life?

In my personal and professional life, I value hard-work, determination, curiosity, candor and kindness.

What do you enjoy doing in your free time?

I enjoy being involved in my daughters' activities and supporting their interests. I also enjoy running, writing and learning how to cook mildly tasteful meals.

Tell us one thing about you that might be surprising:

I collect vintage classic literature books. I cannot resist adding to my collection when I see one for sale. My favorite authors are Ralph Waldo Emerson, Jane Austen and Charles Dickens. I believe I read Emerson's essay "Self-Reliance" over twenty times during my Junior year in high school. It was only required to be read once, but I was so captivated by his vision and style of writing.