As a Financial Advisor and Registered Representative at Mebane Financial Services, my primary responsibilities involve managing accounts for both individual and joint clients. I obtained a Bachelor of Science in Business Finance from Baker University in May 2023, and I've passed the SIE exam, obtained my Series 7 and Series 66 licenses, and the General Lines Insurance license.
What motivates me in my role is seeing people become good savers and investors. I take great joy in helping others succeed. Guiding people along the path to financial freedom is particularly exciting for me because reaching that stage relieves so much stress for them, allowing them to truly be themselves. In my job, I treasure the conversations I have with my clients the most. These interactions are always unique and allow me to understand each client in a different way. Based on the information they share, we get to solve the jigsaw puzzle and find what best suits them in the investing world. Additionally, I truly enjoy getting to know each client and spending time with them during our client appreciation events. I love that we get to become a part of our clients' lives and vice versa.
I believe the greatest value I can provide to my clients is being their cheerleader. Our meetings often revolve around their goals, significant life events, and current situations. Knowing all this allows us to support and cheer our clients on as they strive to reach their financial goals, which in turn, helps them achieve their life goals, be it buying a house, traveling, or retiring.
Born and raised in Lenexa, Kansas, I currently reside in Mansfield, Texas. My faith is incredibly important to me, and I regularly attend TCAL church. I also enjoy supporting my mother's nonprofit, Sowing Seeds, by helping feed the homeless from time to time. Outside of work, my passions include riding my motorcycle with my dad, bowling with friends and family, and exploring different foods and activities in the area with my fiance. However, my favorite pastime is gathering with my siblings and parents for a fun-filled family night.