I bring a decade of experience supporting advisors and shaping operations for future growth. My goal is to be a significant part of the continued growth of the consortium and provide exceptional service to each of it’s members.
AREAS OF EXPERTISE
- Advisory operations
- Creating processes and procedures
- Advisor and client support
- FINRA & SEC rules and regulation
OUTSIDE THE OFFICE
I love spending time with my son Miles, husband Brian and dog Abby outside playing or going on family walks. When I do have time to myself, I enjoy sitting down with a magazine and a cup of coffee or looking for new healthy recipes to try on my family and friends.