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I am a dedicated and experienced financial professional currently serving as a Registered Representative at Accompany Wealth Partners. With a diverse background in project management, insurance adjustment, and brokerage, I bring a wealth of knowledge and expertise to the financial services industry.
Prior to joining Accompany Wealth Partners, I worked as a Project Manager, where I successfully led multiple high-impact projects, improving operational efficiency and delivering results on time and within budget. My experience as an Insurance Adjuster provided me with a keen eye for detail and a deep understanding of risk management and claims processing.
I also spent a significant portion of my career as a broker at T. Rowe Price, where I developed a strong foundation in investment strategies, client relationship management, and financial analysis. During my tenure, I achieved notable success, including earning recognition for exceptional client service.
In addition to my professional experience, I hold both the Series 7 and Series 63 licenses, demonstrating my comprehensive knowledge of securities regulations and my commitment to maintaining the highest standards of professional conduct.
Outside of work, I am a proud parent to a daughter and enjoy spending time camping, embracing the great outdoors and creating lasting memories with my family.
I am committed to helping clients achieve their financial goals through personalized service and a client-centric approach. My dedication to continuous learning and professional development ensures I stay abreast of the latest industry trends and best practices.
