Experience

BlueSkyWealthAdvisors

• Wealth Advisor

  • Nov 2020 - Present

• Associate Wealth Advisor

  • Aug 2018 - Present



Texas Tech University

• Graduate Assistant

  • Mar 2016 - Dec 2017

  I worked as an assistant in the Technology Support department of the Information Technology Division at Texas Tech University. I maintained and updated software agreement contracts, researched more efficient software options, and assisted with software testing and uploading. I am very proficient with Microsoft Excel, and other Office programs.



FJY Financial

• Summer Associate

  • May 2017 - Aug 2017

  I facilitated and supported advisors in preparing comprehensive financial plans for clients. This included retirement planning, portfolio management, tax planning, education funding planning, estate planning, and researching and reporting on new and innovative planning strategies.I had experience with the following software: Tamarac Advisor View and Rebalancing, Junxure, Worldox, Schwab and Fidelity advisor workstations, MoneyGuidePro, Microsoft Excel and Morningstar.