I’ve always loved connecting with others. Over the past few years, while earning my Bachelor’s degree in Business Administration from Southern New Hampshire University, I explored various career paths. My experiences in sales taught me that I enjoy interacting with people, but selling products wasn’t where my heart lies.

While figuring out my next steps, I took a financial planning class that really captured my interest. Soon after, Mindy reached out to me about a position at Davis Wealth. As we learned more about each other it became clear that the Financial Planning Associate role was a perfect match. In this role, I get to develop a long-term relationship with clients, work in a dynamic environment, and truly help clients by focusing on their unique needs. I’m really excited about this opportunity and can’t wait to help clients achieve their goals and make their dreams a reality!