How I arrived at RWM:
“I started my career in the same year that the firm was founded. My first role was as an Associate Advisor at an RIA firm where I began to learn investing and financial planning. I was lucky enough to stumble upon Ben & Josh’s blogs in the early days and, as my career was progressing, I simultaneously absorbed as much as I could about the industry from their writing. While in my next role at a multi-family office a couple years later, I started following Blair on Twitter. When I saw that she joined RWM, I knew I had to connect with her. She took a chance on me and introduced me to Josh, Michael, Bill, & Kris. In the meantime, I had been serving clients as an Investment Advisor at an independent trust company. After a few years of “just checking in” emails, it was eventually the right time for both of us and I made the leap.
Truth be told, there was always something in me that knew I would end up here. Every experience I had along the way led me to this place.”
Favorite Part of the Job:
“I truly love every aspect of this career. Providing advice to clients and getting to walk alongside them in life is such a privilege. It is humbling to know that the work we do for clients can have an impact for many generations.”
Experience:
Education:
University of Tennessee at Knoxville, BS, Finance
Chartered Financial Analyst®
CFP®
When I’m Not Working:
“Nashville is home, with my husband and our two black labs. Living in Music City is the ideal setup for my concert habit. I also enjoy practicing yoga, hiking, and traveling anywhere. My newest hobby is learning about wine, which is proving to be a lifelong endeavor.”
Contact:
Call 212-625-1200