Leadership

Leadership has been one of the most important themes in my development. Through athletics, coaching, and team-based environments, I have learned that leadership is not only about directing others. It is about setting a standard, communicating clearly, staying accountable, and helping a team move toward success together.

As a player at Northern Illinois University and a captain/player at Southwestern Illinois College, I gained firsthand experience in commitment, resilience, and team-first leadership. These roles required focus, consistency, and the ability to lead through example in competitive environments.

My leadership also developed through my work as an Instructor and Assistant Coach at Dave Griffin Baseball, where I balanced instruction, operations, decision-making, and relationship-building. That experience taught me how to guide others, provide effective feedback, and support both individual and team growth.

The leadership style I continue to build is grounded in accountability, communication, adaptability, and trust.

Values Statement

I choose discipline over excuses.
I put team success ahead of personal recognition.
I lead through action, accountability, and example.
I stay adaptable and focus on solutions.
I treat people with respect and professionalism.
I stay humble enough to keep learning.
I believe details matter.
I prepare with purpose.

Personal Goals

1. Build a serious finance foundation

Goal: By December 31, 2026, complete 2 finance-related credentials or technical skill milestones and document them in the portfolio. Examples: Excel modeling, financial statement analysis, investment research, or a Bloomberg/markets-related certification.

Action plan:

Finish 1 technical finance skill by the end of summer
Finish a second by year-end
Add a project or reflection for each to the portfolio
Track progress monthly

2. Earn a high-value professional experience

Goal: By March 31, 2027, apply to at least 30 finance, operations, or business internships, complete 10 networking conversations, and secure 1 internship, externship, or formal shadowing opportunity.

Action plan:

Apply to 3 quality roles per week for 10 weeks
Reach out to 1 alum or finance professional each week
Update résumé and LinkedIn every month
Practice interview responses twice per month

3. Build wealth habits early

Goal: By June 30, 2027, save or invest at least 20% of earned income from work and seasonal earnings, while building a simple personal investing plan and tracking net worth monthly.

Action plan:

Set an automatic transfer percentage from each paycheck
Build a simple monthly budget
Review spending and savings at month-end
Write a one-page personal investing philosophy by the end of this year

Professional Goals

1. Establish myself in wealth management

My goal is to launch my career in wealth management, combining financial expertise, strong interpersonal skills, and a client-centered approach to help others build and protect long-term financial success.

2. Advance my education & professional credentials

I intend to pursue graduate study through either a master’s degree or a Juris Doctorate to further strengthen my analytical, financial, and strategic knowledge.

3. Grow within a firm committed to mentorship and development

I seek to begin my career at a firm that values professional development, equips emerging professionals with meaningful opportunities, and provides mentorship that will help me refine my talents over time.

Social Goal

By May 2027, I will positively impact the NIU community by taking on a leadership role in a student organization, contributing to at least three campus or community service initiatives each year, and intentionally supporting at least five peers through mentorship, encouragement, or professional guidance.

Resident Financial Advisor

If I could work for any company, I would want to work for Morgan Stanley because its mission and values align with the kind of professional I want to become. I am drawn to a firm that puts clients first, values integrity, and is committed to developing exceptional talent. Morgan Stanley’s focus on wealth management, mentorship, and professional growth reflects the kind of environment where I believe I could continue building my skills, learning from strong leaders, and making a meaningful impact throughout my career. A future opportunity I would aspire to pursue is Morgan Stanley’s Resident Financial Advisor path, including the firm’s current Chicago opening.

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