About Me
I am a detail-oriented financial planning student dedicated to helping individuals and organizations achieve their financial goals. I combine a strong foundation in accounting principles with analytical skills to build comprehensive, data-driven wealth management strategies.
Education
Utah Valley University
Bachelor of Science in Personal Financial Planning
Relevant Coursework: Business Statistics, Managerial Accounting
Skills
- Data Analysis (RStudio)
- Financial Reporting & Modeling
- Advanced Excel (Pivot Tables, Forecasting)
- Wealth Management Strategy
Projects
Statistical Analysis & Financial Reporting
Utilized RStudio and Excel pivot tables to analyze large datasets, identifying key trends to support data-driven financial decisions and overcome complex logic gaps in sample sizes.