Who makes up your family? My parents, Robin and Carl and my two brothers, Joe and Carson
What is your title? Assistant Advisor
What do you enjoy most about your work? I really enjoy getting to focus on the personal side of the financial planning industry. Making connections with clients and using my knowledge and skillset to help others is a very rewarding aspect of my job. I really find great interest in learning about different people and how every client we meet with can be assisted in discovering their own version of financial freedom.
What expertise do you bring to clients? I bring a rich understanding of financial planning tools and topics, as well as an open mind with the ability to see things from others’ point of view. I attained my Bachelor’s degree of Science in Personal Financial Planning this past May from Kansas State University where I also Minored in Leadership Studies. This coupling grants me a strong foundation to both grow in my financial knowledge and to truly understand clients and their wants, needs, and values.
What is your idea of serious freedom? Serious Freedom is the ability to pursue the dreams and aspirations formed in life from your earliest wishes as well as the dreams you have developed along the way in your journey. The ability to pursue your personal goals and dreams is a freedom that everyone deserves in life!