“I’ve enjoyed interacting with clients over the years, and work to offer them unparalleled customer service on every level.”
Serving my clients
I strive for excellence in all that I do. With many years of work experience in an array of financial services, including various home office departments, the retail branch, and management, I understand what it takes to get things done correctly and in a timely manner for our clients.
About me
I enjoy camping, billiards, and bowling. My husband, Mark, and I have two children and two grandchildren, who give me the greatest joy.
Experience
Certification & Education
- Registered Representative (FINRA Series 7)
- General Securities Sales Supervisor (Series 9, 10)
- Uniform Securities Agent State Law (Series 63); Investment Adviser Representative (Series 65)