I'm thrilled to have joined the dynamic team led by Rob Davenport and Ken O’Neil. I'm passionate about contributing to our clients' financial success. My role involves closely monitoring portfolios, documenting client meetings, managing our technological tools, and ensuring our clients' needs are promptly met. Upholding principles of integrity and hard work. Collaborating with Rob, Ken, Ben & Miles, I'm dedicated to providing exceptional service.
Formal Education (In Progress) - Bellarmine University. Anticipated Graduation Date: Dec. 2024
Majors: Financial Planning
Personal: Born and raised in Louisville, KY. I have a golden retriever, named Willow, who takes up most of my time; however, I also enjoying working out and spending quality time with family & friends. I am also a big fan of the Kentucky Wildcats!