I am the newest member to join the Berkeley team as the Associate Financial Planner. I will be assisting in all aspects of our planning services for our clients.

After graduating with a B.A in Marketing and a Finance minor from BSU I took a position with Clearwater Analytics. There I discovered my passion for investing and assisting others with their investments. From my experiences growing up, it became important to me to pursue education and knowledge that would allow me to assist those in need of financial guidance. I began the long journey of working towards the Chartered Financial Analyst designation. I hope to achieve the charter in the coming years, then set my sights on the CFP ®. I want to be as equipped as possible to help our current and future clients with their finances, whether it be recommending asset allocations for a their portfolio, talking through monthly expenses for retirement, or simply understanding what a stock is.