I started my financial services career in 2023, although it really began in 2017 during my high school internship here at Oaktree Financial Advisors. That internship was what solidified my decision to pursue a career in finance. My first job was at a large financial services firm that allowed me to be an independent advisor, but I quickly learned that it was not a great fit for me. I knew that I needed better training and guidance, which led me back to Oaktree to seek the mentorship of Chris and Ed.
In 2022, I graduated from the Kelley School of Business at Indiana University with a Bachelor of Science degree in Finance. In addition, I decided to stay in school for an extra year to earn my Master of Business Administration in Finance degree. I am a member of the Financial Planning Association.
I enjoy spending time with my family and friends, taking my dog (Ozzie) on walks along the white river, and exercising. I also love cheering on the Colts, Pacers, and Hoosiers.