Why did you get involved in the financial planning industry?
I got involved in the financial planning industry because of the pandemic. I was furloughed from my position and while dealing with that I had decided that it was time to take my finances seriously. I began to take interest in investing in different stocks and it eventually led me down this rabbit-hole of how money could be a tool and not something to constantly stress over.
What would you tell a potential client about the benefits of working with you directly?
I treat clients like family. I always go above and beyond for my family, so doing that for the client comes naturally. What I hope to do for my clients is give them a sense of security and belonging by taking care of their needs the best way I can every day.
What would you say is your greatest accomplishment?
I’d say my greatest accomplishment was performing at the David Diamond Recital series in Columbus, GA. Poetry was my first passion in the literature world, so writing it was just an extension of that. I was invited to read my work along with fellow student musicians. Honestly, this was the night that made me feel secure in my pursuit of a writing career.
What do you love to do outside of work?
I am usually boring my boyfriend to death with film theories or hitting Ineffable CaPhe on Butler St. for some writing time. Living in Lawrenceville allows a lot of time to people-watch and try some new cuisines, which to a writer like myself, gives me a ton of material to write with.
What are you passionate about in your personal life?
I’m definitely passionate about film. Before the pandemic, I would spend a lot of my off days going to the movies. There is nothing like escaping from daily mundane tasks, settling into a ripped up and aged theater seat, and watching the newest flick. I hope to write/direct movies one day. It is my greatest passion.