I joined Vintage Financial Partners because I’ve always enjoyed the challenge of taking something unfamiliar and making it feel more approachable. As an aspiring financial advisor, I want clients to feel comfortable asking questions, confident in the guidance they receive, and empowered to be as involved in the financial planning process as they want to be.
As a Client Services Associate, I support our advisors and work directly with clients to keep communication clear, follow through on the details, and make sure nothing gets lost along the way. I especially enjoy getting to know clients on a personal level and finding ways to make a difference in their lives beyond the numbers.
Before joining the team, I studied Financial Planning at the University of Wisconsin–Madison, where I also worked as a teaching assistant for personal finance courses. I spent several years working in restaurants as well, an experience that taught me a great deal about listening carefully, connecting with people, and providing thoughtful service.
Originally from the DC area, outside of work I enjoy cooking, watching documentaries, going to the gym, and spending time with friends and family. I’m also a proud Wisconsin Badgers fan—On, Wisconsin!
At Vintage, I’m proud to be part of a team built on trust, open communication, and a genuine desire to see one another succeed. Those qualities are important to me, and they’re a big part of what makes Vintage feel like the right place to begin my career as an advisor.