I’ve worked in the financial services industry for 17 years.
Born and raised in Maryland, I moved to South Carolina and joined Oak Street Advisors’ Myrtle Beach office in January 2024 as the firm’s Operations Manager. I have spent most of my career in the financial services industry, including experience with a large brokerage firm and a boutique financial planning and wealth management firm.
I enjoy working closely with our clients and helping manage their administrative and operational needs. Client satisfaction and planning efficiency are top priorities for me, and I take pride in providing thoughtful, proactive service to every client household at Oak Street Advisors.
Outside of the office, I enjoy spending quality time with my family and friends, walking my rescue dog on the beach, cooking, and exploring all that South Carolina has to offer.
