I am a dedicated financial adviser at Advanced Financial, where I apply my expertise and passion to help clients achieve their financial goals. Holding Series 7, 63, and 65 licenses, as well as a life and health state insurance license, I am equipped to provide comprehensive financial guidance. My commitment to to my clients is further evidenced by my Accredited Investment Fiduciary designation (AIF), emphasizing my dedication to upholding the highest standards of fiduciary responsibility.Beyond my professional role, I lead an active lifestyle, finding joy in outdoor adventures with my family and friends. I am also an adept event coordinator and host, with a talent for bringing people together. I continuously seek inspiration in life by experiencing new things or building new relationships.Deeply rooted in my community, I serve on several boards and committees, including the Boys and Girls Club of Deep East Texas Advisory Committee, Angelina College Foundation Board of Trustees, and various event planning committees. Through my involvement, I am committed to making a positive impact and enriching the lives of those around me. I am also a proud graduate of Leadership Lufkin.After graduating from Stephen F. Austin State University in 2017 with a Bachelor of Business Administration (BBA) in Finance, I embarked on my professional journey, gaining valuable experience as a senior registered associate at Raymond James in The Woodlands, Texas. However, despite the opportunities presented elsewhere, my heart remained rooted in my hometown of Lufkin. Driven by a deep connection to my community and a desire to make a meaningful difference in the lives of those I know and love, I made the decision to bring my skills back home. Returning to Lufkin, I joined Advanced Financial (for a second time), where I apply my financial expertise with a personal touch, serving the community I cherish.
Listed skills include Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, and 22 others.