Client Service Manager, Partner
I began working with this team in 2013 in a part-time capacity while I pursued my BFA at Georgia State University. I performed an office administrative role for a few years while I finished my studies, and when I graduated in 2017, I became a full-time member of Chicory Wealth. I have grown and shifted over the years alongside this business. I have steadily taken on more responsibility over time, working in nearly all facets of the business along the way, and have developed a passion for operations and client service. I enjoy helping people navigate the complexities of the financial world and strive to reduce people’s anxieties associated with their financial lives as much as possible. My current responsibilities include working on operations strategy, all aspects of client service, and various administrative duties.
A balanced life for me includes drawing and painting, traveling, meditation, woodworking, and spending time with my wife, Ashley, and my dog, Charlie.