After leaving the military, I graduated from the University of Arizona in 2018 with a degree in political science. I then chose to continue my education in Fort Collins pursuing my MBA at Colorado State University, graduating in 2022. While completing my MBA I found JBA Wealth Management and began as an intern in June 2022. After becoming licensed to sell securities, I started working at JBA Wealth Management full-time as an LPL Financial Advisor in January 2023.
My interest in finance originally started after seeing the impact that a financial advisor had on my mom’s ability to retire comfortably. Having had negative experiences with previous stock brokers, my mom was uncomfortable investing her money in the stock market which was having a negative impact on her ability to retire securely. Fortunately, she found an investment advisor who took the time to get to know her as a person, and ultimately helped put her in a position to happily retire. This is the type of financial advisor I would like to emulate.
My goal as an LPL Financial Advisor is to build lifelong relationships with my clients, working with them to build stable financial futures. Through education, budgeting, and planning I aim to help clients develop a strong financial foundation that will guide them into the future.