I believe every person deserves to be seen, understood, and treated according to what matters most to them. I was drawn to client service because of how rewarding it is to build genuine relationships and help people feel truly cared for. My goal is simple: to make a positive impact through the connections I build and the trust I earn.
My role is to work alongside Wealth Advisors and Portfolio Managers to ensure every client receives attentive, personalized support. By drawing on Acumen’s resources and expertise, I help coordinate solutions to meet each client’s needs. I rely on emotional intelligence, strong communication, and an understanding of people to guide every interaction. I strive to see situations from a client’s perspective, anticipate challenges before they arise, and help create a consistent experience that feels thoughtful, proactive, and dependable. Working closely with our service team allows us to stay aligned and deliver the level of care our clients deserve.
“The important thing is not being afraid to take a chance. Remember, the greatest failure is to not try. Once you find something you love to do, be the best at doing it.”
Debbie Fields
I have more than a decade of experience in the service and hospitality industries, including time as a Special Events Coordinator. In that role, I planned weddings and large-scale events that required careful organization, attention to detail, and the ability to solve problems under pressure. Those experiences shaped the skills I rely on today: building meaningful relationships, staying attentive to the details that matter, and creating an experience that helps people feel supported and cared for.
What resonates most with me about Acumen is our commitment to helping clients preserve their legacy while enjoying the life they’ve worked hard to build. I also value our collaborative approach. I believe the best advice comes from bringing together different perspectives and areas of expertise. When investment strategy, tax planning, and other key disciplines work together, clients gain greater clarity and confidence. It reinforces an important principle for me: every financial decision ultimately connects back to a person’s goals, values, and vision for the future.
Originally from California, I relocated to Chattanooga in 2021 and have enjoyed calling it home ever since. Outside of work, I enjoy staying active through running, fitness, and spending time outdoors. As a former cross-country competitor, I’ve completed a half marathon and look forward to taking on another in the future. I also have a lifelong passion for cooking. I was honored to represent California in national culinary competitions, and homemade shrimp capellini remains one of my favorite dishes to prepare for friends and family. For me, cooking is one of the most meaningful ways to bring people together and show I care. When I’m not in the kitchen, you can usually find me outdoors or spending time near the water.