Born and raised in Maryland, I moved to South Carolina in 2023 and joined Oak Street Advisors’ Myrtle Beach office in 2024 as the firm’s Operations Manager. I’ve worked in the financial service industry most of my career, including ten years for a large brokerage firm and the last two years as a Client Relations Specialist at a similarly sized RIA.
I enjoy working hand-in-hand with our clients on all administrative and operational needs. Client satisfaction and planning efficiency are my top priorities — as I take pride in providing proactive service to every client household at Oak Street Advisors.
While not in the office, I enjoy quality time with my family, walking my rescue dog, Auggie, on the beach, cooking, and exploring South Carolina.
