MBA, Thomas D. Arthur Graduate School of Business

BS, East Carolina University

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Envestnet, Intern

Open Banking Project, Intern

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Food Bank of Central and Eastern NC

Financial Planning Association of the Triangle

What inspires you to come to work each day?‍

I am inspired to come to work each day because I can make a lasting impact on the firm by collaborating with other team members and helping make the client experience top-notch. I achieve this by creating relationships with the team and clients. The firm fosters an environment where something new can be learned every day.

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‍What do you personally think makes Balentine different from other wealth management organizations?‍

Balentine truly lives up to their reputation of always putting customer relationships as their top priority. The company has a great culture, values, and a focus on growth.

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‍Why did you come choose to work at Balentine?

‍Immediately when walking into Balentine there is a warm welcome and family atmosphere. I cherish the opportunity to be on a team where everyone is valued and appreciated.

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‍How does your role fit into the big picture of serving clients?‍

My role fits into the big picture of serving clients by ensuring they have a great experience when first being welcomed into the office and by assisting Relationship Managers and making their meetings as seamless as possible.