Multi-Generational Financial Confidence.
By working behind the scenes, I help to keep the office running smoothly in both administrative and operational tasks. My ultimate goal is to help clients feel comfortable and confident in our ability to provide advice and get tasks done in a timely and efficient manner. By tracking processes and keeping clients informed, I hope to work together to tackle all our clients’ financial needs.
With 3 years prior experience working in the financial world and 4+ years working with office organization and operations, I joined the Carson Wealth team in November 2018. I graduated in 2015 with a degree in Animal Sciences from the University of Illinois – Urbana, Champaign and specialized in Community Planning and Data Assessment. Since then, I continue to chase my passion of improving office organization and operational practices in hopes of improving our premier client services.
Whenever I have a free moment, I prefer to spend my time binge-watching a great series on Netflix, volunteering at local animal shelters, and going on road trips with my friends, family, and my dog Grayson. I also never turn down an opportunity to meet new people and try new foods!
Love me some authentic Korean and Chinese food!
If I could meet anyone, past or present, it would be:
Back to the Future – all of them!
Name something on your bucket list:
Witness a mass sea turtle hatching in person
Place you’d most like to visit:
Malaysia – of course for the street foods!