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Position
Financial Planner
When did you start with BNA?
2024
Education
Bachelors Degree in Finance with a concentration in Financial Planning at Virginia Tech
Certifications & Memberships
Sie, Series 66, Series 7, Charlotte FPA Association
Favorite thing about working at BNA?
The flexibility and the people
Volunteering
Serve at Mercy Church
Hometown
Austin, TX
Favorite thing about Rock Hill?
The beautiful view of the river from the office
Hobbies
Golf, skiing, TV/movies, travel, watching sports
Favorite TV show?
Too many favorites! But love The Office
