As a data analyst, I strive to make the best use of data available to support the rest of the investment team in handling our clients investments. Additionally, I work to improve our internal processes and ensure our client’s accounts are transmitting up to date and accurate information. My mission is to make use of the plentiful data available to us, to make sure our clients accounts are being used in the most beneficial way, to help them achieve their goals.
- Bedel Financial Consulting, Inc., Data Analyst
- Truss Wealth Advisors, Financial Planning Associate
Education and Licenses
- Bachelor’s Degree in Economics, International Business Concentration, Purdue University