I am the newest member of the Berkeley team, having started as the Client Services Associate in late 2025. I have had a winding road across multiple industries to get here. My professional journey began in motorsports customer service, then to property management until I ultimately landed in the financial services industry in 2022. I discovered a passion for learning about financial and retirement planning and supporting clients through the process. To strengthen my knowledge and better serve clients and advisors, I pursued my Financial Paraplanner Qualified Professional (FPQP) certification after a few years working in the industry. I’m excited to bring my knowledge and experience to the table for Berkeley's existing and future clients.