
Professional Summary
Financial Planning student at the University of Georgia with hands-on experience in tax preparation, financial analysis, and client service. IRS VITA certified with experience preparing and explaining tax returns to clients while applying current tax law and financial planning concepts. Skilled in Microsoft Excel, financial statement analysis, and evaluating household financial data. Demonstrated leadership and communication abilities through client-facing roles and team-based environments. Seeking a wealth management internship to further develop skills in financial planning, investment analysis, and client relationship management.