University of Georgia

Morgan Stanley, Regional Administrator

Sur La Table, Senior Executive Assistant, Merchandising

Albertson Financial, Senior Executive Assistant

Volunteers as Co-Head of Parent Council at Druid Hills Child Development Center

Colorguard Instructor at Walton High School in Marietta, GA

How and why did you get into this business?

I was incredibly fortunate that my father began his own financial planning business as I was starting my career after college. Joining him lead me on this path and paved the way for my passion for support roles in the financial industry.

How does your role fit in the big picture of serving clients?

My role as EA to both Robert and Adrian allows me to make sure they are fully able to focus on clients first knowing that the other details of their days are taken care of and managed.

If you weren't in this business, what would you be doing?

Film Industry hair and makeup artist.

If you were abandoned on a deserted island, what single creature comfort would you desire most?

Iced coffee! I'm not sure I can live without it.