Client Service Associate

As a Client Service Associate at Regent Peak Wealth Advisors, with over 15 years of experience in the financial services industry, I bring perspective and thoughtful consideration to all client engagements. Throughout my career, I have worked with several financial firms across Florida and the Metro Atlanta area, gaining experience in a variety of roles ranging from client liaison to Trust Officer II. From an early age, I learned the importance of hard work and exceptional client service, and I consistently prioritize meeting clients’ needs above my own personal goals.

I am originally from Fort Lauderdale, Florida, and I earned my degree in Economics with a minor in Business Administration from Florida Agricultural and Mechanical University in Tallahassee. In my spare time, I enjoy reading, outdoor activities, and spending time with my family. I am also an avid musician and volunteer with the Ella’s Day Foundation, which supports cancer survivors.