As a part-time Assistant Paraplanner at Blattel & Associates, I assist Scott in organizing the data that we gather from clients and entering that information to create retirement plans and tax analysis. I run portfolio reports and provide administrative support to our team. Helping others truly motivates me.
I am just beginning my career in the financial services industry, but I am eager to learn and grow my skills. I began working at Blattel & Associates in November 2022 as an intern. In that position, I learned about the multiple areas of financial planning and client services that we offer. I am currently working towards my degree in Finance at Lindenwood University.
I am originally from the Columbia area, but I am living in St. Charles while I finish school. In my free time, I enjoy swimming, fishing, being outdoors, and spending quality time with my family and friends.