I joined Kentucky Planning Partners as an Administrative Assistant in June of 2020. I assist Bill Ralston, Michael McCulloch, Marty Walthers and Thomas Wright. I enjoy working with their clients and love getting to know each of them. This is my first experience in the financial world, and I love everything about it. I handle all client relations from account opening needs to account maintenance. I also assist with compliance-related items and the front office duties.
Experience:
Teacher Assistant – St. Albert the Great School (Oct 2017 – July 2018)
Program Coordinator – Expanded Horizons of Kentucky (July 2018-June
2020)
Personal:
I was born and raised in Louisville, KY, and graduated from the University of Louisville with a BA in Psychology in 2017. I love spending time with my friends and family, especially my nieces and nephew. I spend most of my time at home with my significant other and our dog, Coffee.