Senior Investment Analyst
Achiever | Learner | Deliberative | Relator | Belief
I grew up in Tulsa as the middle child of an older sister and younger brother. Despite the distance (especially to my sister who lives in Guatemala!), my siblings are my closest friends. Taking after my father, we all played soccer; this was a primary focus for me for many years and is still a shared interest in my family. My grandparents have also been an absolute blessing on my life and remain role models for me to this day. As cliché as it may sound – I love my family.
Following in my parents’ footsteps, I attended Tulsa University, where I studied Finance and had the opportunity to double minor in Economics and Entrepreneurship. I’m currently pursuing the Chartered Financial Analyst designation, which eats up the lions’ share of my free time. However, I do my best to stay active. I still play in an indoor soccer league and try to stick to a consistent running schedule – I ran my first marathon in 2021! I live on Riverside Drive, so I spend a fair amount of my leisure time on the trails. I’ve also recently picked up golf and really enjoy the game despite the steep learning curve.
I started at Legacy in mid-2019 as an analyst. The journey and personal growth I’ve experienced over my time here have been more than satisfying. As I am an analytical and data-driven person by nature, I find it extremely rewarding to use my gifts to impact our clients and their families’ lives for the better. For example, I know everyone worries about money in one way or another, so eliminating stress by simplifying and optimizing someone’s finances is exceptionally fulfilling. My role at Legacy focuses on the ideal positioning of client portfolios and financial plans, enabling our clients to focus on the important things in life. I can’t think of many better things to work toward than a cause like that.