I joined the Starner Group in 2015. I work mainly on the investment side of the practice helping prepare for our client review meetings and assisting with due diligence on our investments.
I earned my BS in both Business Administration and Economics and Business Technology. I currently hold the following designations: Series 7, Series 66, and CIMA®.
I am a former cheerleader for the University of Miami and my passion for that carried over as I continued to coach the cheer squad in my spare time for multiple years after graduation. Building on another passion of mine, I just completed my private pilot license. I enjoy exercising regularly, flying on the weekend, and reading.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.