With nearly 8 years of experience in the financial services industry, I have built a strong background in client relations, financial operations, and service support. I hold both the Series 6 and Series 63 licenses, along with a Bachelor of Science in Communications and a Certificate in Project Management, allowing me to combine industry knowledge with strong communication and organizational skills.

What I enjoy most about my role as a Registered Client Services Specialist is building meaningful relationships with clients and finding ways to support them through every stage of their financial journey. I strive to provide dependable service, clear communication, and a positive experience for everyone I work with.

Outside of work, I enjoy all things creative and crafty as well as taking impromptu road trips with my husband to explore and find new places together.