About

I’m an Information Systems & Technology graduate from Old Dominion University. My focus is on where systems, data, and business operations meet. My background spans financial planning support, data organization, and workflow optimization. I blend technical skills with hands-on experience in client service and process improvement.

Currently, I work as a Financial Planning Specialist with OakHeart Financial Group, where I oversee financial plan updates, coordinate document requests with clients, and maintain documentation for standard operating procedures related to financial planning software. I’ve also gained experience in fast-paced roles at Jimmy John’s, Lowe’s, and FedEx, developing a strong foundation in teamwork, accuracy, and operational efficiency.

My projects and coursework reflect a genuine interest in how technology can simplify complex processes and turn information into insight. I’m especially interested in systems analysis, data visualization, and the integration of business and technology. I enjoy exploring new tools, learning through experimentation, and developing solutions that are both intuitive and functional.

Skills & Focus:

Technical:
Excel, SQL, Python, Power BI, Tableau, Salesforce

Analytical:
Systems Analysis, Data Visualization, Workflow Optimization, Process Documentation, Requirements Gathering

Professional:
Communication, Collaboration, Attention to Detail, Time Management, Adaptability

Certifications:

Salesforce Certified Platform Foundations
Google Analytics Certification