As a Financial Planning Analyst, I work with our clients on a personal level to develop and implement their financial plans so that they can achieve their goals. I also provide financial strategy and investment management to some clients. Before joining the Agili team, I worked in the corporate finance department of Capital One Bank. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ .
- Bachelor of Science, The Ohio State University
What matters most to me is listening. I enjoy getting to know people and, as part of that, understanding what motivates them and makes them tick. I find this to be critical in helping people articulate and achieve their goals.