Some of you may recognize me from the July 2011 newsletter which introduced me as one of the 2011 Summer Associates. After my time with FJY ended last summer, I returned to Texas Tech University in Lubbock, Texas to finish my Master Degree in Personal Financial Planning. When I heard that FJY was looking to hire a new Associate Advisor I was very excited to apply for this opportunity. I met with Jon and Laurie at Texas Tech’s Annual Opportunity Days and knew that FJY was just what I was looking for in a firm. I enjoyed the people, culture, camaraderie, and experience so much last summer that I knew FJY would be the perfect fit for me. I flew up during spring break to interview with the entire firm for two days. I then spent the weekend enjoying the sights of Washington, DC and Northern Virginia. In July of this year, I joined FJY as an Associate Advisor.
I will be supporting all of the advisors with ongoing client services, comprehensive financial planning, and client asset management. I will also focus on building and maintaining client relationships. I am available to assist you with client-service related matters, from scheduling meetings to helping with account information.
I was first introduced to financial planning through an elective course while working towards my undergraduate degree. At the end of that course, I knew that financial planning was the career I wanted to pursue. I earned my Bachelor of Business Administration degree from the Rawls College of Business at Texas Tech University. Texas Tech has the top financial planning program in the nation, so it was an easy decision for me to continue my education at Tech and work towards my Master of Personal Financial Planning degree.
I was born and raised in Lubbock, Texas. In my spare time I enjoy spending time with my friends and family, baking, watching sports, traveling, and exploring the DC metro area that I now call home.
I currently serve on the FJY Financial Planning and Investment Committees along with being a member of FPA (Financial Planning Association), FPA NexGen (an organization of young planners), NAPFA (National Association of Personal Financial Advisors), and NAPFA Genesis (an organization for fee-only planners under the age of 33).
I am looking forward to the opportunity to meet all of you.