I joined the team in 2016. Prior to joining Edgemont, I was an Analyst in the Mergers & Acquisitions Group at Bank of Montreal, a middle market investment bank. I graduated from Emory University and hold series 63 and 79 securities licenses.
Working with small and medium-size business owners to help them achieve their strategic, financial, or personal goals is most rewarding. I look forward to serving our clients in their pursuit of growth and achievement of strategic objectives.
Outside of Work
I have been pole vaulting and golfing since high school and still do both whenever I have the chance.