I graduated from Virginia Tech with a Bachelor of Science in Finance with a concentration in the Certified Financial Planning® track in May 2015. I was awarded the CFP® designation in May 2017. In October 2018, I completed the necessary requirements to become a Certified Financial Transitionist®. This body of knowledge has led to an interest in working with clients who experience early sudden wealth. Most recently, after completing graduate-level course work through Yale School of Management’s executive education program and passing a rigorous exam, I earned the Certified Investment Management Analyst® designation in August 2019. The CIMA® designation represents an in-depth knowledge of i