I joined CAPTRUST in 2022 from Frontier Wealth Management and serve as a Senior Vice President and Financial Advisor. I work extensively with high-net-worth individuals, businesses, and charitable organizations to develop and implement strategies specific to their needs. Prior to joining Frontier, I grew my expertise over six years at Merrill Lynch in a similar role. I hold both Bachelor of Science and Master of Business Administration degrees from the University of Kansas, where my emphasis was in investments and modern portfolio theory.