With over 13 years of experience in the financial industry, I am passionate about helping individuals and families achieve their financial goals and dreams. As a co-founder and tax preparer at SouthPark Family Tax, I provide tax preparation services for clients in the Charlotte, North Carolina community. I leverage my expertise in tax preparation to help clients optimize their tax efficiency and minimize their tax liabilities. I build and maintain strong relationships with my clients, and I communicate with them regularly to provide updates, insights, and recommendations. I am committed to delivering exceptional service and value to my clients, and I continuously seek to enhance my knowledge and skills in the financial field. I currently hold the CFP®, CPWA®, and CIMA® designations. I am also a candidate for a M.S. degree in Advanced Financial Planning through Golden Gate University’s Ageno School of Business. As a CERTIFIED FINANCIAL PLANNER™ professional and certified investment management analyst, I also offer wealth and investment management advice to high-net-worth clients at a private company. My mission is to deliver personalized, comprehensive, and holistic financial solutions that meet the needs and expectations of my clients. I value integrity, trust, and excellence, and I strive to uphold the highest ethical and professional standards in my work. I bring diverse perspectives and experiences to the team, as I have a multicultural background and have worked with clients from various industries and sectors.In my current role as a wealth advisor, I serve clients with investable assets between $5 million and $15 million. I manage $400 million in assets under management as of June 2024, and I have consistently achieved or exceeded my performance targets. I use my skills in investment management and financial planning to design and implement customized portfolios, strategies, and solutions that align with the clients' objectives, risk tolerance, and time horizon.