I have the privilege of serving as the Senior Registered Client Associate at AKD Wealth Partners. My main focus is spearheading marketing and communications and working hard to create a cohesive and captivating story for our clients and stakeholders. Additionally, I provide support to Patricia Strathearn and Kelly-Ann Lazare (Senior Registered Client Associates) in Client Services, always striving for excellence to ensure our clients have an exceptional experience. I have been a part of the Wells Fargo & Company family since 2016, and throughout that time, I have taken on various roles that have given me a well-rounded understanding of the financial services landscape. My role gives me the chance to combine creativity with financial expertise in marketing and communications, which I find both exciting and fulfilling.
What Motivates Me
My motivation is fueled by my drive to create meaningful and impactful interactions between our clients, the financial strategies we offer at AKD and the positive impact that well-planned financial strategies can have on the lives of our clients.
Each day we work together as a team with the common goal of enhancing our clients’ financial journey, simplifying the world of finance, and empowering them to make educated decisions that align with their goals.
I graduated from Radford University with a BBA in Finance, complemented by a minor in Economics. The knowledge acquired provided a solid foundation as I transitioned into the professional realm, initially as a Retail Support Representative and later as a Collector at Ascend Federal Credit Union. Now, with Series 7 and 66 security registrations alongside applicable insurance licenses under my belt, I am well-equipped to facilitate and support the team at AKD Wealth Partners in enhancing the financial health and well-being of our valued clients.
Life Outside work
Beyond the financial corridors, I’m actually a huge fan of nature and the great outdoors! In fact, I’m an active member of the Tennessee Chapter of the Nature Conservancy and the Tennessee Trail Association, and passionate about preserving nature and enjoying outdoor activities. On weekends, you’ll often find me exploring the trails, playing soccer, or having fun game of cards with friends.
Music is important to me, with the violin being my instrument of choice, offering me a creative way to express myself.
Volunteering is an aspect of my life that brings me joy. The opportunity to give back to the community and make a positive impact aligns perfectly with both my personal, and AKD’s values.