I am an associate at CLG and PKS and am working on becoming a Fiduciary partner with the firm. I am a licensed insurance agent and I following in the family tradition of finance. I take charge of preparing client reports, scheduling appointments, managing projects and documents. I also am our social media specialist and work closely with the next generation of our clients.I am actively growing our insurance offerings and am our insurance specialist. I really enjoy helping people and understanding their situations. I am currently pursuing my Security Registrations. Outside of the office, I enjoy weekend drives with my family, home decorating, hanging out with friends, and cooking.