Client Relations Professional
Why I Go To Work Everyday?
One of my passions is being able to make a positive difference in the lives of others. I have the unique opportunity of being able to fulfill that passion at CSi. From my first day walking into the office, I could instantly tell that this organization was committed to having a positive impact on its clients at both the company and individual level. While we all have our own unique strengths, it truly is a team environment that relies on the success of the person next to you. I am excited to watch our team grow for years to come!
How Did I Get Here?
I graduated from Butler University in May of 2020 with a degree in Finance. Following graduation, I took a job to be a financial planner by building my own book of fee-based clients at my previous company. I learned countless skills about communication, investment strategies, and how to most effectively use different products. I joined CSi to serve our wealth management and retirement plan clients so that they can effectively set themselves up for a bright future. CSi has many years of industry experience and my goal is to absorb all of this knowledge to be successful like so many of my colleagues are.
Why I Care About This Industry?
Throughout our lives, there will always be big financial decisions that will have a lasting impact on our financial future. Since we are not taught much about how to make these decisions, we often look to our family and close friends for financial advice. While those in our close circle can tell us about their experiences, it is an ever-changing industry when it comes to taxes, laws and regulations, and certain events that can affect how we view money. Our goal is to simplify those decisions so you can spend more time with your loved ones instead of worrying about the unpredictable future.
Who I Really Am . . .
I moved to Fishers, Indiana when I was only two years old, so Indiana is the only place I’ve ever known. I enjoyed growing up here so much that I decided to move to downtown Indianapolis after graduating from Butler University. On the weekdays, you can find me watching a sporting event or playing golf at any one of the numerous courses in central Indiana. On the weekends, I am often coaching my 15u AAU basketball team or trying out new restaurants in downtown Indianapolis.