As a transition consultant, August analyzes dental practice financials and guides buyers and sellers toward achieving their dental transition goals.
Born and raised in Texas, she graduated from Texas A&M University with a Bachelor of Science in Economics and Financial Planning. She also has her Securities Industry Essentials certification.
August’s prior experience includes working with affiliate company Cain Watters & Associates in the tax department where she corresponded with clients to retrieve information and prepare tax returns. She was also part of the Financial Advisor Development Track Program at JPMorgan Chase where she worked on financial research-based projects.
“It’s exciting to support clients during this career milestone and educate them through the buying and selling process. What I love most about this line of work is building relationships with clients and adding value to their lives in any way I can.”
In her spare time, August enjoys reading, trying new coffee shops and spending time with her fiancé, Andrew, and their pets. She has five siblings, and fun fact: she wasn’t born in August!