As a financial planner, I am primarily responsible for the research and analysis that supports the advice we provide to our clients. I work closely with advisors and clients to ensure high quality service in a professional, caring, and compliant manner. I have worked in financial planning since 2018 in both administrative and planning roles. The part of my work that I enjoy most is being able to provide value to clients. Every circumstance is different, so when I find the optimal point that creates the best possible outcome for our clients, I can't help but get excited! Outside of my work I spend most of my time outdoors, traveling, and being with friends and family.