YOUR TRUSTED PARTNER
He initially entered college with the intent to study marketing. After taking his first finance class, he decided that was the path for him. He switched his major and continued studying finance throughout the rest of my time in college. He started working part-time in 2024 during his senior year of college and joined the firm full-time after my graduation. Although he has his degree in Finance, he is still excited to learn more while pursuing the CFA charter. He has passed the Level I exam and is currently studying for the Level II exam.
In his free time. he enjoys hiking, running, and golfing. Being near a lake, surrounded by trees is his ideal hiking and running environment. He has had plenty of time to enjoy this type of environment while training for his first marathon this spring. He also loves to travel and visit National Parks and MLB stadiums. One of his lifelong goals is to watch a game in every MLB stadium. So far, he has been to 7 of the 30 current MLB stadiums.
