What I do here:
I work with advisors to help them best utilize First Ascent’s offering for their clients.
Why I love my job:
Financial planners and advisors deliver great value to their clients, so it feels meaningful to support them in their endeavors. The relationships I have built are what I love most about my job.
Work History:
I started my career in financial services in Austin, Texas and have worked in many pockets of this industry. First Ascent has been my professional home since early 2017.
(For more information, see ADV-2B brochure supplement)
Education:
BA, Texas A&M University, 2006
MBA, St. Edwards University, 2013
Certificate in Financial Planning, New York University, 2019
Where I come from:
A born and raised Texan, I spent some time living in other amazing places throughout the country (NY, CO, CA) and now gladly live in Texas again.
A Little Personal:
My awesome husband Justin and I are happiest when we are doing something active in nature with our beautiful daughter and fun-loving Airedale Terrier.