Throughout my career, I’ve assisted clients in defining their most complex obstacles and building long-lasting strategies. I graduated from the University of Georgia in 2017 with a degree in Finance.  After graduating, I joined HiddenLevers, a fintech company located in Decatur, GA. In March of 2021, we accomplished our goal by being acquired by Orion Advisor Solutions, another premier fintech provider.  In June 2022, I decided to venture on my own to create the ideal advisory firm--tech first, value-oriented, and no fluff.