As a Financial Planning Analyst, I assist clients with the development and implementation of comprehensive financial plans. For some of Agili’s clients, I also provide financial strategy and investment management. Before coming to Agili, I worked in research/operations for two years in Mclean, Virginia. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.

Education:

  • Bachelor of Science in Finance, with a concentration on the CERTIFIED FINANCIAL PLANNER™ Certification Education track, Virginia Polytechnic Institute and State University (Virginia Tech)

Community Involvement:

  • Treasurer, Maymont Civic League

When it comes to tiny moments, I enjoy ice-cream.