I am dedicated to making clients happy and ensuring they feel secure with their finances. Working with our great clients is a joy; their lovely demeanors make our jobs enjoyable and fulfilling. As the primary point of contact for client inquiries, appointment scheduling, and addressing general concerns, I strive to provide exceptional service every day. Additionally, I oversee our marketing division, managing our social media platforms to keep our clients informed and engaged.
Being part of a family business is something I deeply cherish. My dad has been in the financial industry for over thirty years, and my brother Braedon, who holds a CFP designation like our father, joined us about a year ago. Working with numbers seems to run in our blood, with an aunt and uncle who are math teachers. I feel incredibly fortunate to have started working with my dad two years ago and to now work alongside my brother as well.
On a personal note, I have a wonderful five-year-old son named Islan, who is my light and joy. As the oldest of three children, I was raised with strong values of loyalty and honesty, instilled by my parents, who have been married for more than 30 years. My sister McKenzie lives in Charleston, SC, and despite the distance, we are a very close-knit family and make it a point to get together as often as possible.
Currently, I reside in Fort Lauderdale, where I enjoy the vibrant lifestyle the city offers. I love going to the beach, exercising, skateboarding, dining out, and watching scary movies. These activities help me maintain a balanced and fulfilling life outside of work.