I joined TandemGrowth in June 2017 following my graduation from Texas Tech University.
Raised in a family where helping others was simply a given, I was excited to discover the field of financial planning in college—a field that not only included working with a wide variety of people but one in which I could have the opportunity to help drive meaningful change in people’s lives.
A summer internship further solidified my decision - I watched a founder of the firm, a financial advisor in his 60s with one foot into retirement, show up to the office day after day. While he had already handed over the tasks of the business, after more than 40 years at the job, he simply loved everything about it. I knew then and there that I was in the right profession.
In my role as a Financial Planning Associate, I support Jeff and Mona in financial planning analysis and preparing for client meetings, doing whatever they need to help serve our clients.
I love the outdoors and enjoy a wide variety of activities—from fishing and hunting to backcountry camping and skiing—and I’m passionate about cooking. I have always felt the pull to give back to the community and I’m looking forward to finding ways to bring my skills to the local community in Atlanta.
- Bachelor’s degree in personal finance planning from Texas Tech University