As our Director of Operations, I’m responsible for the day-to-day operations of our firm which has me wearing many different hats. From developing and implementing policies and procedures to coordinating client events, I strive to keep our firm running smoothly in order to deliver our clients exceptional service.
My goal is to collaborate effectively with our team members while making a difference in every client’s financial well-being. I value the ability to provide meaningful work that aligns with our firm’s standards of excellence, which in turn builds trust and deeper connections with our clients.
In addition to a Bachelor of Science degree from Shepherd University, I’ve acquired a number of industry registrations and licenses including:
- Series 7
- Series 63
- Series 66
- Insurance and annuity license
My time in the financial services industry began back in 2000 when I moved to Georgia from Pennsylvania for a fresh start in a new career. I have enjoyed working in the financial services industry over the last 20 years. It is my pleasure to work with a dedicated and esteemed firm that values its clients and team members tremendously.
Outside of the office, I enjoy spending time with family, friends, and my cat Cody. As an avid cat lover, I also help our local animal rescues by fostering kittens each year. My hobbies include walking, hiking, and cheering on the Pittsburgh Steelers whenever I get the chance.