As a Portfolio Administrator, I support Agili’s Financial Strategists by compiling reports and implementing investment strategies. I also contribute to the preparation of client quarterly reviews. Before joining the Agili team, I interned at a financial planning office in Harrisonburg, Virginia.

Education:

  • Bachelor of Arts, James Madison University

One of my big dreams is to see the Washington Redskins win a Super Bowl in my lifetime. I’ll keep dreaming.