Family Activities: Quality time together at the lake (Barkely Lake in KY), traveling, playing cards, taking the dogs for a walk, and cooking/grilling.
Hobbies/Interests Outside of Work: Outdoor Rucks, Bird Hunting/target shooting, Cars, Fine Watches/Horology (study of time keeping), Really anything mechanical… I’m a gearhead!
Personal Mission Statement: I believe financial advising should be more than spreadsheets and forecasts—it should be a catalyst for transformation. My mission is to help people reimagine what’s possible in their lives by aligning their financial decisions with their deepest values and aspirations. I’m here to offer not just guidance, but clarity—to turn anxiety into understanding, and hesitation into empowered action. Through tailored strategy, thoughtful education, and unwavering service, I aim to build lasting partnerships where financial confidence becomes a foundation for freedom, purpose, and legacy.
Memorable Stories: – My first day as an FA intern in college – I got to experience what this business is all about – people and not just numbers. The role became much more personal for me as it is a way for me to connect with people on a deeper level. Many people don’t know how to save/plan effectively and this role became an outlet for me to take something I’m passionate about and craft meaningful guidance for clients seeking a plan.
- &Partners Advisors’ Conference 2025 – While I wasn’t in a branch just yet, this opportunity to connect with our advisor partners reignited my goal to join a branch and build a business. Being surrounded by so many like-minded individuals who I get to call friend and partner was a powerful motivator to start this new journey.
School/Degree: University of Arkansas – Fayetteville, AR.,
- Bachelor of Science in Business Administration (BSBA) with a major in Organizational Leadership & a minor in Financial Banking
What do I enjoy most about work: Earning the trust of clients to handle their major life goals. It is an honor to walk alongside clients as we take on life together and navigate complexities. My joy comes from the relationships I get to build each day, and service is my top priority.
What is one thing I want clients to know about me: I come from a family of two hardworking parents who poured their lives into my sisters and me. From early on, we were taught the value of hard work, commitment, empathy, and respect. I take great pride in my work and putting myself into “the client’s shoes” in all I do.
Extra Info: I also come from a team sports background. My whole life I have learned the importance of surrounding myself with high-quality, like-minded individuals. Here at Streamline, the connection with both Chad and Rebecca was instant. Since the first day of their transition to &Partners, I have had the privilege to feel like a part of their team, and I am thrilled to make the move official. We’re just getting started!
