Associate Financial Planner
Role at The Consulate:
At The Consulate, I serve in a couple different capacities. During tax season, I oversee the administrative support for tax planning and assist in tax preparation. During the remainder of the year, I work alongside relationship managers to assist clients in accomplishing their financial goals.
I earned my bachelor’s degree in accounting from Towson University. Currently, I am working towards becoming a Certified Financial Planner™ (CFP®).
My Favorite Consulate Value:
My favorite value is also what I would consider to be one of the most unique aspects of The Consulate: our value of freedom in regard to the relationship between clients and the firm. It is impactful to value freedom so highly because it helps to create a genuine relationship with each client that is not based on feelings of obligation.
Outside the Office:
Outside of the office, one of my favorite activities is working on home improvement and home renovation projects. My fiancé and I bought out first house last year and we are looking forward to revamping parts of the house to be exactly what we want.