I am a seasoned financial operations professional, with more than 20 years of experience specializing in asset movement. With a comprehensive understanding of what it takes to run a successful and compliant practice, I enjoy being of service to advisors and assisting them with onboarding and support.
When I’m not working, I enjoy spending time with my husband, Tom, and my children and grandchildren. I also enjoy helping others, working on home improvement projects, and bringing new life to old pieces of furniture.
Areas of Focus
Attention to details
Superior advisor and client service
Onboarding of new advisors
Education & Credentials
College courses in business management at Metropolitan Community College
Personal Interests
Refinishing furniture
Reading
Spending time with family
Walking on the beach (lake or ocean)