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About Me

Hello, my name is Ava!

I have a passion to help individuals and families experience greater financial security and freedom. This personal mission is one that has led me to several opportunities, including an internship with Holistic Financial Planning™, my role as Financial Planning Intern at Crown Wealth Management, and my job as Financial Controller and Vice President of the Student Missionary Union at Biola University. During the summer of 2022, I also had the opportunity to work as a Financial Planning Intern in Ronald Blue Trust’s Everyday Steward division, where I fell in love with a biblical approach to financial planning and a commitment to serving clients. I returned to Georgia in the summer of 2023 to work as a temp Financial Planning Associate at Blue Trust (formerly Ronald Blue Trust). After graduating from Biola University in May 2024, I began working as a Financial Planning Associate at Blue Trust. I hope to further my knowledge of Financial Planning through my education, so that I am better equipped to enter the financial world with integrity, wisdom, and a responsibility to serve my company and clients.

 

Outside of schoolwork, I love spending time with my husband and working on my hobbies, which include cooking and baking, reading, and learning new things. I look forward to connecting with you!

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