As a Financial Planning Analyst, I assist clients and colleagues in the firm with financial planning and strategy expertise. Before joining the Agili team, I worked for a financial planning firm in Davidson, North Carolina and while in college, I interned for a financial planning group in Salem, Virginia. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.

Education:

  • Bachelor of Science in Applied Economic Management, minor in Entrepreneurship – New Venture Growth, with a concentration on the CERTIFIED FINANCIAL PLANNER™ Certification Education track, Virginia Polytechnic Institute and State University (Virginia Tech)

When it comes to tiny moments, I enjoy spending time with family and finding new music.