Talia initially joined the team in 2022 as the first ever MPA Summer Intern. Born and raised in Kansas City, she completed her senior year in the Personal Financial Planning program at Kansas State University before joining the team full-time as a Registered Representative.
With a head for numbers and a heart for people, Talia is passionate about helping others reach their goals and pursue financial confidence. She is Series 7 and Series 63 registered and is pursuing the CERTIFIED FINANCIAL PLANNER™ certification. Talia strives each day to live by her core values of Excellence, Integrity, Curiosity, Authenticity, and Service.
Outside of the office, Talia enjoys reading, writing, and practicing yoga.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.