It was the summer of 2019 is when I first got hired as an intern for Glidewell Investments. They had never offered an internship before me but were bold enough to try it out with me, six months later after I would graduate from Taylor University(Upland, IN) with a BS in Finance. At 23 years old, I was fortunate enough to have Glidewell offer me a full-time position as an Assistant Advisor with the firm. I am now fully licensed, pursuing the CFP Designation and a Master’s Degree in Financial Planning. I couldn’t ask for a better employer.
My goal when I meet with clients is to help them develop an understanding as to how wealth is built and/or maintained over an extended period.
Favorite money quote – Las Vegas is the only place I know where money really talks–it says, “Goodbye”. – Frank Sinatra
About myself, I love to be active. It doesn’t matter if it means it is at the gym, going for a run, playing sports I am up for the challenge. My greatest athletic achievement thus far is running a Half-Marathon and I intend on running a Full-Marathon in the near future.