As a Financial Strategist and head of Agili’s Financial Planning Team, I provide our clients with customized financial planning, financial strategy and counsel, and investment management. Prior to joining the Agili team, I worked at KPMG within the Private Client Advisory Services Group, providing tax, estate, and financial planning services to affluent families, business owners, and corporate executives. I also interned at Filament, a multi-family office in Seattle while I attended business school.

Education:

  • Bachelor of Science, Virginia Polytechnic Institute and State University (Virginia Tech)
  • Master of Business Taxation, University of Southern California Leventhal School of Accounting
  • Master of Business Administration, Brigham Young University Marriott School of Management

Professional Achievements:

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant

Professional Organizations:

  • Financial Planning Association (FPA)
  • American Institute of Certified Public Accountants (AICPA)
  • National Association of Personal Financial Advisors (NAPFA)