I started my career in the financial industry ten years ago when I began working for one of state’s most successful banks. I assisted our valued customers in a variety of different ways including processing deposits & withdrawals, opening new accounts, sharing information on the bank’s lending programs, and providing education on the bank’s many other services. During my time there, I was able to build a strong client base at the bank, became a consistent top performer in the company, and gained the experience that has led me to my role as Client Associate at Transcendent Capital Group. And though I haven’t been here long, I have greatly enjoyed the change of pace, the professional environment, and being challenged with lots of new responsibilities. In the future, I hope to hone my operational skills and to earn my securities licenses so that I can truly provide our clients with an elevated service experience.
When not working, I love attending music concerts and sporting events. I also enjoy travel and spending time with family and friends. I’m engaged to the love of my life, Abbie, and plan to get married later this year.