I earned my degree in Economics from the University of Missouri and hold my Series 7 and 66, Life, Accident and Health License, and I'm a National Social Security Advisor. Honestly, this career was inevitable. I'm fascinated by markets, motivated by financial strategy, and energized by conversation. Finding work that combines all three feels like winning the lottery.
As an Associate Advisor at Millenia, I spend my days working directly with clients on their financial strategies and ongoing needs. What drives me is creating something that feels personal. Big firms treat people like account numbers. I want every person I work with to know they're more than a portfolio.
One of the unexpected joys of this work is hearing people's stories. I get to learn from their experiences, celebrate their wins, and understand what motivates them. That exchange keeps the work interesting and reminds me why I chose this path.
I grew up in a close-knit family that moved around the country quite a bit. My mom Ruth Anne, my dad Phil, and my brother Nicholas have always been my anchor. They taught me what loyalty looks like and why staying connected matters.
Outside the office, I'm all about sports. I bleed black and gold for the Steelers and Pirates. I also love cars, golfing, and getting outdoors whenever possible. Life's better when you make time for the things that fire you up.
