I've been part of the Pinnacle Wealth Management team since the summer of 2014, starting as a Client Services Associate before growing into my current role as Wealth Plan Assistant after earning the Financial Paraplanner Qualified Professional™ designation. In this role, I assist in preparing and constructing financial plans, and my responsibilities also span digital media and marketing, record documentation, and trading.
My background is in communications, and I graduated from Lindenwood University in Saint Charles, Missouri, with a Bachelor of Arts degree before returning to Tampa, where I grew up. I'm married to Connor, and outside of work, we love traveling with our kids and spending time together as a family. I also enjoy cooking, baking, and photography.
- Financial Paraplanner Qualified Professional™ (FPQP™)