my financial planning philosophy & a bit about me
I bring with me an extensive 20 years of industry experience, consistently demonstrating my expertise and commitment to excellence. Throughout my career, I have had the privilege of serving as an Advisory Consultant with TIAA-CREF since 2014, where I have cultivated a deep understanding of the financial landscape and helped clients navigate through various market challenges.
I pursued a double major at Appalachian State University, and I hold a BSBA degree in Marketing and Business, which has served as a solid foundation for my professional growth. This academic journey equipped me with a comprehensive understanding of the foundations of these fields, allowing me to approach financial planning from a strategic and well-informed perspective.
I firmly believe that everyone deserves to achieve their financial goals, and I am committed to working collaboratively with you to ensure that happens. I'm excited to embark on this journey with you and support you in reaching your goals. Let's take the first step towards financial success together!