As one of the newer members on Rob Davenport and Ken O’Neil’s team, I take great pride in being able to contribute to a team that is client-driven and backed with superb experience as financial professionals. Currently, I am finishing my undergraduate degree in Financial Planning at Western Kentucky University. My roles on the team include consistent portfolio monitoring, taking detailed client meeting notes, technology management, and striving to ensure the needs of our clients are met with urgency and care. I am excited to extend the values of integrity and hard work that this firm so strongly displays while seeking to guide our clients to lifelong financial independence.
Formal Education (In Progress) - Western Kentucky University. Anticipated graduation date: May 2022
Majors: Financial Planning and Business Data Analytics
Community Involvement: WKU Gordon Ford College of Business - Student Ambassador
Volunteers of America
WKU Sigma Phi Epsilon KY Delta - Vice President of Finance
Personal: I enjoy fishing and playing golf with my dad on the weekends, and we are avid fans of the Atlanta Braves/Falcons. I also have 2 young golden retrievers and two younger brothers.