
As a Financial Planning Associate, Mia is passionate about helping clients build confidence in their financial future. She supports the financial planning process by preparing analyses, developing recommendations, and working closely with advisors to create personalized strategies for each client.
Mia earned her Bachelor of Science in Financial Planning from Liberty University. After graduating, she passed the CERTIFIED FINANCIAL PLANNER® examination and is working toward completing the experience requirement for CFP® certification.
When she isn't at work, you can usually find Mia exploring new places, reading, going to the movies, or hosting a game night with friends. She enjoys continuous learning and believes that small, intentional decisions can make a meaningful difference over time.
“'For the mountains may be removed and the hills may shake, But My loving kindness will not be removed from you, And My covenant of peace will not be shaken,' Says the LORD who has compassion on you." - Isaiah 54:10