How did you get into financial planning and investing?
I loved an accounting course in high school and had always been good with numbers, so accounting seemed like the perfect career for me. I joined Telarray in 2007 after working for Financial Strategy Group (FSG) for 14 years. At FSG, I briefly worked as the receptionist before moving into write-up, which is bookkeeping and accounting services, and then into tax. While at FSG, I attended college at night, and eventually received my Bachelor’s degree in accounting from the University of Memphis, then I went on to successfully complete the Uniform CPA Examination. I currently serve as Controller / Assistant Compliance Officer at Telarray.
What is your greatest career success?
That would have to be becoming an owner of Telarray. I went from answering the phones to becoming an owner! I have done many jobs within this company, and I’m so proud of what Telarray has accomplished in helping our clients meet their financial goals.
What has been the most significant learning experience in your career?
My work in Compliance has been a great learning experience. As Assistant Compliance Officer, I work with Richard, the Chief Compliance Officer, to plan, develop, implement, and evaluate our program. We revise that program in response to the changing needs of the organization, laws, and governmental policies. This is different from anything I have done before and has been challenging, but learning something new has also been rewarding.
When people you have worked with talk about you, what do they say?
I think people I have worked with would say that I am organized, reliable, and willing to do most any job within the organization.