Two things have always made sense to me: numbers and people. For a few years I focused mostly on the first one. Now I get to work with both.
My background is in analysis. I spent two and a half years as a Commercial Credit Analyst at Heartland Bank and Trust, over a year as a Financial Analyst at Cigna, and interned in wealth management at UBS. That foundation taught me how to read a financial picture carefully and what the details beneath the surface actually tell you. What it clarified, over time, was that I wanted to be closer to the person those details belonged to. That is what brought me to financial planning.
I joined Pathmark Wealth Advisors in late 2025 as a Financial Paraplanner, preparing client agendas, supporting meetings, and following through on the tasks that keep everything on track. I am currently working toward my SIE, Series 7, and Series 66 licenses, with the CFP further down the road. I hold a Finance degree from Illinois State University and bring enough analytical experience to take the planning work seriously from day one.
What keeps me engaged is how differently people define a life well lived. Some want to retire early and simplify everything. Others want to spend their best years seeing the world. There is no version that is more correct than another, and building a plan around what a specific person actually wants is the part of this work I find most rewarding.
I live near the Washington University campus in University City, where Forest Park is close enough to feel like mine. I run half marathons with my dog Eve and travel with my fiancé Evan whenever we can clear the calendar. Our evenings tend to involve cooking, good food, and studying side by side. He is working toward his CFA. I am working toward my licenses. We are getting married in June 2027, which means I currently have two things I am building at once. Both are going well.