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Meet The Team
Throughout my career, I’ve assisted clients in defining their most complex obstacles and building long-lasting strategies. I graduated from the University of Georgia in 2017 with a degree in Finance. After graduating, I joined HiddenLevers, a fintech company located in Decatur, GA. In March of 2021, we accomplished our goal by being acquired by Orion Advisor Solutions, another premier fintech provider. In June 2022, I decided to venture on my own to create the ideal advisory firm--tech first, value-oriented, and no fluff.
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