I joined the team at Compass Investments LLC in 2016. During this time, I worked with the advisors on much of the behind-the-scenes work involved in creating and implementing financial plans. I saw various plans and goals come to fruition and I knew that I wanted to take on a more involved role in developing those plans. In March of 2021, I sat for the Series 65 – the NASAA Investment Advisers Law Examination – and received my license as an Investment Advisor Representative (IAR). I furthered this education by completing the CFP curriculum through Bryant University. As a Certified Financial Planner, I have a fiduciary responsibility to my clients to work in their best interests based on t