I didn’t realize when I walked in on the first day as an investment firm intern during college that the experience would help determine and define my future career. But, after only a few months working for and learning from seasoned advisors, it became crystal clear; I knew what I wanted to do with my life and I never looked back. I have now been in the financial industry for more than 20 years and have gained valuable insight and knowledge working for a number of firms in a variety of capacities. In October 2019, I proudly founded Live Oak Investment Partners, LLC with the dream of being truly independent and developing financial plans for my clients that are the absolute best for THEM and