Wealth Planning Advisor

I'm a Wealth Planning Advisor at Regent Peak Wealth Advisors. What drew me here was the people—during my internship, Advisors and Client Service Associates alike took the time to teach me their roles and involve me in client meetings. That same investment in me is the care I aim to bring to our clients, and it's why building my career here was an easy choice.

I graduated from the University of Georgia in May 2026 with a degree in Finance. Before Regent Peak, I interned in corporate treasury, focusing on risk management and equity research—experience that gave me an early appreciation for how a financial picture fits together. Today, that shows up in my work across nearly every part of the client experience: preparing for annual reviews, building retirement plans, conducting equity research, and partnering with our advisors on unique client situations. I work closely with our CIO and learn daily from our Wealth Planning Advisors and Client Service Associates. I'm currently pursuing my Series 65 license to better serve our clients.

My family's roots are in New Orleans, though I've spent most of my life in Marietta. I return most years for Mardi Gras and the food. Outside of work, I enjoy cooking new recipes and reading whatever catches my eye.