Financial Client Service Professional
Why I Go To Work Everyday?
I have always been a goal-oriented person who aims to make a positive impact in the lives of others. CSi gives me the opportunity to work in a collaborative environment where everyone shares a passion for helping others with their financial goals. I love that this industry gives me the opportunity to learn something new every day and I am excited to continue working on this team!
How Did I Get Here?
I graduated from Butler University in May of 2022 with a finance degree. Ultimately, my experiences at my internships led me to CSi and this role as a Client Services Professional where I will be working with and learning from others to efficiently and beneficially serve clients. I am excited to continue my passion for helping others through this role.
Why I Care About This Industry?
I care about this industry because making important financial decisions and planning for the future can be challenging with the complexities of this industry. Making small steps now can impact future finances in significant ways and we are here to help simplify that process. While the future is uncertain, I am passionate about helping people make decisions that work towards reducing that stress.
Who I Really Am . . .
I have lived in Indiana my whole life. I grew up in Crawfordsville, Indiana and attended college just an hour away in Indianapolis where I stayed after graduation. I enjoy that I can always find something new in this community. I love traveling to national parks out west and hope to revisit Italy and more countries in Europe. In my free time I enjoy playing golf, spending time with family and friends, and rooting for Indiana sports teams like the Colts, Pacers, and Hoosiers.