Client Service Specialist
Born and raised in Ellensburg, I appreciate the subtlety of small-town life. Outside of work, you can find me working on projects around my home or hanging out with friends or family. River days, riding in the hills, and game nights are our go-to activities. I will never say no to a chance to be with my people!
Going to Central Washington University was an easy choice for me. CWU has a great College of Business, is close to my family, and my cousins were attending. I discovered the Personal Financial Planning specialization my junior year and became the Financial Planning Student Association Club President my senior year after becoming close friends with the club’s first president. This opportunity provided me with unforgettable friends and life experience. It was the club’s VP of Finance who introduced me to David and set me on the path to working here at Fevergeon Financial.
I started as an intern shadowing the operations team and David. Now I am a Client Service Specialist, which translates to preparing paperwork, communicating with clients, taking notes in client meetings, and much much more! Currently, I am working on obtaining my certifications and absorbing as much knowledge from David as is humanly possible. My goal is to become a CFP and work alongside David to continue providing phenomenal service to our clients.
2016: Graduated from Ellensburg High School.
2016: Began attending Central Washington University.
2020: Elected as Financial Planning Student Association Club President.
2021: Started as an Intern at Fevergeon Financial. In June I transitioned to the full-time position of Client Service Specialist.
2022: Set to Graduate from CWU with a Bachelor of Arts in Business Administration, a Specialization in Personal Financial Planning, and a Minor in Entrepreneurship.