MBA, Georgia Southern University

BS, Northwood University (Business Administration)

Director, Investment Strategy Team, Balentine

Chief Investment Officer & Director of Investment Strategies, Dividend Assets Capital, LLC

Chartered Financial Analyst^® (CFA)

Sustainability and Climate Risk Certificate (SCR)

Global Association of Risk Professionals

Board of Visitors, Agnes Scott College

Advisory Member, Agnes Scott College Financial Success Committee, Investment Subcommittee

Member, CFA® Institute

Member, CFA® Society of Atlanta

Member, Chartered Alternative Investment Analyst (CAIA) Association

Member, Global Association of Risk Professionals (GARP)

Speaker, South Carolina Business Review Radio

How and why did you get into this business?

I was fortunate to spend a summer as an intern with Thomas W.L. Cameron, a pioneer of dividend growth investing. I was inspired by his passion to serve clients and the discipline required to sustain a long-term investment strategy.

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

I have served many investment and asset management roles in my career. One thing I believe is that all roles are interconnected and no matter what role I hold, our team works together to serve clients and create the excellent experience they deserve.

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What inspires you to come to work each day?

I am passionate about investment and drawn to the challenging and rewarding aspects of the work. Building a professional edge is a lifelong pursuit, and it requires highly effective processes and intuition. It is rewarding to know that our work and our decisions help clients get closer to their financial goals.

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What do you like to do in your downtime away from work?

To spend quality time with my family, serve our community and learn something new.