I bring over a decade of experience in strategic operations and organizational transformation, with a client-centered approach to building sustainable systems that drive meaningful growth. My expertise spans process optimization, go-to-market strategy, and nonprofit leadership, with a focus on creating scalable solutions that align with organizational values and long-term vision.

At Crescent Private Wealth, I apply analytical rigor and growth-focused insight to support the firm’s ambitious expansion goals while maintaining the personalized service standards our clients and institutions expect. My methodology centers on deeply understanding organizational needs and strategically aligning initiatives across operations, marketing, and business development to deliver lasting value.

I hold a Bachelor’s degree in Business Administration with a concentration in Information Systems from North Carolina State University. My diverse background includes managing complex operations, leading market development initiatives, and overseeing nonprofit organizations, an experience that brings a unique perspective to wealth management operations and client service excellence.

My commitment to operational excellence and strategic growth aligns seamlessly with Crescent’s mission to serve clients through every phase of their financial journey while building a nationwide network of advisors dedicated to values-based wealth management.

B.Sc. in Business Administration, Information Systems. NCSU.