Education

Southern Methodist University, B.S. Accounting, Master of Science in Accounting

Before Redbud

My background is anything but typical—I started in audit with Ernst & Young and also spent time as a professional poker player. Both worlds sharpened my analytical skills, taught me to think strategically under pressure, and gave me a unique perspective I bring to reporting at Redbud.

Why Redbud?

I enjoy working with motivated people, and Redbud gives me the chance to do that every day. There’s so much to learn—not only from our clients, but also from the talented team I get to work alongside.

What I bring

An interest in personal finance and planning. A detailed approach to tracking investment performance and allocation as well as client finances.

Ask me about

College sports and poker.

Where you’ll find me

At my computer at work or at my computer at home.