Associate Wealth Advisor

• May 2022 - Present

I value the opportunity to work alongside my Halbert Hargrove colleagues as a guru, guide and gladiator for our clients. My overarching focus is on helping clients continue to meet their financial goals—and ensuring that their experience of the entire process is supportive and positive. I work as a part of a collaborative team, with responsibilities that range from responding to clients’ questions and concerns about their finances, to preparing proprietary HH reviews, analytics, and other client presentations, to creating, delivering, and monitoring financial plans.

PWM Sr. Transition Specialist

• Feb 2022 - Jun 2022

PWM Transition Specialist

• Mar 2017 - Feb 2022

Service Desk Technician

• Mar 2015 - Feb 2017

Service Baird employees with technical support on multiple applications and platforms.

IT Hardware Support

• Jan 2012 - Mar 2015

Responsibilities included Active Directory management and account creation, user laptop/desktop setups, hardware repair, troubleshooting Windows and Mac issues, physical network wiring/patch panel, hardware inventory and leasing, and basic level data center tasks (tape backups). Responsibilities included Active Directory management and account creation, user laptop/desktop setups, hardware repair, troubleshooting Windows and Mac issues, physical network wiring/patch panel, hardware inventory and leasing, and basic level data center tasks (tape backups).