In my role at Olistico, I focus on maintaining accurate portfolio data and developing our social media presence. I joined the team after earning my degree in Economics from Wheaton College in 2021, where I was also a member of the men's golf team. I was drawn to Olistico's core values and commitment to service, which align with my own values.
My affinity for mathematics and data analysis is a strength that I bring to my work at Olistico. I also have a strong ability to relate to clients and convey complex information in a clear and understandable way.
I am motivated by the fact that my work at Olistico has a tangible impact on our clients and their families. Using my talents to help clients understand their wealth and leave behind a positive legacy is truly rewarding.
Collaborating with my colleagues at Olistico to achieve success for our clients is a great source of pride for me. I am a Tulsa native and still call this city home. It has been inspiring to witness Tulsa's growth and evolution over the years and I feel fortunate to live in such a vibrant and family-friendly community.
Licenses and Qualifications: SIE - Securities Industry Essentials Examination, Series 65 - Uniform Investment Advisor Law Exam.