I am the co-founder + director of operations at Fully Financial, a boutique fee-only financial planning and investment management firm in Athens, Georgia.We created Fully with the belief that everyone can benefit from fiduciary financial advice. Fully’s personalized financial plans cover everything over clients’ money touches — from investment portfolio design and implementation to cash flow management, debt structuring, and retirement, tax, and estate planning. We’re passionate about working with people in the Athens community and want to make fee-only fiduciary advice more accessible — that’s why we launched with zero asset minimum requirements. We proudly serve individuals and families from various backgrounds, professions, and walks of life. We work primarily with Athens business owners, executives, healthcare workers, and LGBTQ people, as well as UGA faculty, staff, and administrators. Before co-founding Fully, I served as the inaugural communications director and chief of staff at a midsize financial planning firm in Athens (550+ households, $625M AUM). During my time there, I supported our financial advisory team, led business development, and ensured high levels of operational efficiency and responsive client service across the firm. As the only non-partner on the firm's six-person Leadership Team, I helped manage day-to-day operations, brand strategy, and the integration of the firm's strategic cross-functional business initiatives. Prior to starting my career in the fee-only financial planning industry, I worked in communications, digital marketing, and public relations. I served as the director of the Athens office for an independent agency, where I supported digital marketing and PR campaigns for a variety of national, regional, and local clients across myriad industries, including technology, foodservice, commercial real estate, higher education, collegiate and professional sports, transportation, and healthcare. I was also proud to be a founding member of the agency's Diversity, Equity, and Inclusion team. I am a first honor from the University of Georgia, where I graduated top of my class from the Grady College of Journalism and Mass Communication.I’m proud to call Athens home. I am an active volunteer with Kiwanis International, an adviser to the Georgia Key Club Board of Trustees, and the president of the board of directors for Athens Area Habitat for Humanity.