As a Vice President, Financial Advisor, I specialize in providing defined contribution, defined benefit, and nonqualified plan advisory services to retirement plan sponsors across multiple industries and demographics. Additionally, I provide comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. In addition to working with our clients, previous responsibilities at CAPTRUST include leading the companys Provider Relations efforts, leading advisor integration, as well as coordinating the ongoing training and educational opportunities for our advisors. Prior to joining CAPTRUST, I worked for Loomis Sayles & Company in Boston for eleven years as a Vice President, Global Convertible Bond Trader on the Fixed Income Trading desk. I received my MBA from the Carroll School of Management at Boston College and my BA from Colby College. I lived in Germany for two years as a Rotary exchange student and through Wayne State Universitys Junior Year Study Abroad program. I currently serve as a Volunteer Alumni Interviewer for Colby College as well as volunteering in our local schools and sports programs. I am thrilled to be a part of a world-class organization, which boasts a 98% client retention rate, is a premier leader in the industry, and has experienced tremendous growth. Throughout this growth CAPTRUST has maintained its strong culture as defined by our mission statement which we truly live and breathe every day. "Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation." 