As an Associate Paraplanner, I work with client teams to ensure all client communications and planning services are taken care of. At the same time, I am working towards becoming a Certified Financial Planner in order to add more value to the PDS team and our clients.
Personal Mission
To seek knowledge and grow as an individual. Eventually my goal is to pass on the lessons I have learned to empower the next generation to accomplish more.
What I Love About PDS
When I learned about the discrepancies within the financial advising field, I knew I wanted to work for a fee only, fiduciary firm. I met the individuals that make up PDS Planning and was sold instantly. The friendly atmosphere and unique skills of each person makes PDS a wonderful place to work.
Education
- BS in Finance with a concentration in Financial Planning from Indiana State University
About Me:
I am from a small town in Central Illinois and moved to Columbus, OH after graduating from Indiana State University. I know, a lot of different states in one sentence, but I like getting out of my comfort zone and exploring new places.
When I am not at work I enjoy various forms of exercise, spending time with friends and family, cooking, and reading. The exercise can consist of anything from weightlifting to hiking, I have even done yoga before, but it always feels good to get up and get moving. Cooking branches off of that as I am always trying to find foods that taste good while trying to put a healthy spin on them. If you can handle some spice, buffalo chicken dip has become my go to recipe whenever all my family gets together.