MY PROFESSIONAL CAREER BEGAN IN 2004

I began my financial career as an executive assistant at a commodities firm. Realizing that I wanted to interact more with clients, I made the decision to leap to wealth management as a client service representative in 2008.  Interacting with clients daily gives me great satisfaction, knowing that the services I provide may help them in reaching their financial goals.

MY PRIVATE VISTA

My Private Vista is spending quality time with my husband and my three amazing children.  We love to spend weekends at the park, riding bikes, taking walks, or spending time with family and friends. Another part of my life that brings me joy is fitness. I have been an athlete my entire life, having played college softball, I continue to play in charity tournaments when I can. I strongly believe that staying active is good for your soul.

COMMUNITY

• Annual Participant, MS Society Softball Tournament

EDUCATION

• Bachelor’s Degree in Marketing, St. Joseph’s College