BS, Kennesaw State University (Anthropology)

10+ years of experience in customer support roles

1.5 years at Mercer Global Advisors as a Client Service Specialist

Support local agriculture via sourcing our household’s food stocks from farmers markets

Regularly support our local businesses and Atlanta artists

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How and why did you get into this business?

Most of my work history is comprised of serving at various restaurants throughout my twenties. As I approached the next decade of my life, I began to consider what my retirement might look like if I remained on the same path. After researching little habits today that can make huge differences years in the future, I became fascinated with finance, investing, and understanding retirement to a fuller degree. My work in financial client services is the perfect mix of my experience, interests, and helping others.

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What inspires you to come to work each day?

I am inspired by the teams I work with. Knowing that I’m making someone else’s life a little easier brings me great satisfaction in the workplace. I also find joy in noticing the gaps or spots I can fill to optimize my team’s capabilities.

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What keeps you awake at night?

The education of our children keeps me awake most nights. I sincerely hope that life skills, freedoms, and community harmony are being stressed by our schools. I think we all have a vested interest in making sure the growth of later generations is headed in the right direction.

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What was the hardest lesson learned and how did you learn it?

Learning to appreciate everyone’s individual liberties was a difficult pill to swallow in my young adulthood. This is especially true when you believe that you have life all figured out. Through countless trial and error debates, I realized that my ears should do a lot more work in every conversation, and the practice of listening and learning has built many of the relationships I thankfully have today.

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If you weren’t in this business, what would you be doing?

After years in the industry, I believe I would have enjoyed working as a restaurant consultant. Improving a business’ efficiency, habits, and service would have been a satisfying alternate career venture.

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