Wealth Strategy Associate
I have been in the financial services industry for more than 10 years, joining UBS late in 2013 as a Wealth Strategy Associate in partnership with MaryBeth Walker.
Over the years, I have served as an Investment Analyst, Operations Manager, and Financial Advisor. I hold a Bachelor of Science degree with a dual major in Marine Biology and Ecology from Florida Institute of Technology. After spending some time on the East Coast working in my field, I found myself longing for the slower pace and family/friends of the Midwest and moved back to Indiana in 2004.
Looking for fresh challenges, I embarked upon a new career path, accepting a position as Client Service Associate at Smith Barney. There I grew steadily in experience and responsibility over the next seven years (2004-2011). I served as Office Manager with Peloton Wealth Strategists for the next two years (2012-2013).
I live in Indianapolis and enjoy remodeling my new home, boxing and other fitness sports, and my rambunctious dog Shelby.
Education