One of my goals is to continue enhancing my experience in finance at the same pace as current business owners. Additionally, I aim to leave an impression on everyone along the path to success and greet them with kindness.

I have been working in customer service for six years. Through my experience, I have learned that, regardless of the situation, the client should always come first. Going above and beyond doesn’t need to be an announcement. Progress is a marathon, never a sprint.

I graduated from Grand Canyon University in April 2023 with a major in accounting and a minor in finance and economics. After graduating, I became a Financial Service Representative at a firm, where I studied and earned my Series 7 and 63 in September 2023.

In the fall of 2022, I commenced my internship with Kratzer Consulting as an FP & A Associate. I use Excel, which is one of the best tools for handling data that is constantly changing. It provides both staff and clients with a way to understand and offer guidance for forecasted months/years.

It’s a pleasure working with the team and assisting others while continuing to grow in the industry.