As a Client Services Associate, I work with the client services team and am involved in paperwork and back office duties while also providing high quality customer service to clients. I graduated as a student-athlete from Virginia Tech and interned with Morgan Stanley for two years while in school.

Education:

  • Bachelor of Science in Applied Economic Management, including completion of the CERTIFIED FINANCIAL PLANNER™ education track, Virginia Polytechnic Institute and State University (Virginia Tech)

When it comes to tiny moments, I enjoy seeing the ones I love and care about succeed when striving towards goals or certain accomplishments.  I feel an added bonus when I am able to help them along the way.