Experience

Pioneer Wealth Management Group

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor Associate

  • Oct 2020 - Present

  Austin, Texas, United States Pioneer Wealth Management Group is a fee-only fiduciary firm. Our team of wealth advisors believe everyone deserves access to high-quality financial advice and education. Our services include: comprehensive financial planning, investment management, tax planning, college planning, estate planning, insurance planning, and cash flow management.



Lucien, Stirling & Gray Advisory Group, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Paraplanner & Client Service Associate

  • Jul 2019 - Sep 2020

  Austin, Texas Area We are an independent, fee-only, Registered Investment Advisory firm located in Austin, TX. We provide comprehensive financial planning for families, businesses, trusts, and foundations.



Teach For America

• United States
• Education Administration Programs
• 700 & Above Employee

• 2017 Corps Member

  • Jan 2017 - Jul 2019

  Dallas/Fort Worth Area Teach For America is growing the movement of leaders who work to ensure that all children have the opportunity to attain an excellent education.



Mariner Wealth Advisors

• United States
• Financial Services
• 700 & Above Employee

• Financial Planning Intern

  • Jun 2016 - Aug 2016

  Leawood, Kansas We focus on one thing—partnering with you to create a financial strategy for today and beyond that’s flexible enough to change along with you. The ultimate goal? Help you identify what is important so you can achieve your goals—we’re committed to being here for everything life brings your way.



Texas A&M University - Mays Business School

• United States
• Higher Education
• 1 - 100 Employee

• Portfolio Consultant

  • Apr 2015 - May 2016

  Through the communication lab, I help student clients with their personal portfolios, which are websites that highlights one's strengths, experiences, and career aspirations. Consultations include brainstorming, editing, and reviewing content. I also review other forms of business communication such as resumes, cover letters, and memos. Through my role, I help strengthen the professional voice of my student clients, while adding value to their development.



USAA

• Financial Services
• 1 - 100 Employee

• Intern, Audit Services

  • Jun 2015 - Aug 2015

  San Antonio, Texas Area The mission of the association is to facilitate the financial security of its members, associates, and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community.