I am a Client Services Associate II with more than 20 years of experience in financial services, including wealth management, retirement plans, brokerage operations, and business development. I hold bachelor’s and associate degrees, Series 7 and 63, and Scrum and Product Owner certifications.
As the youngest of ten children, helping others has always been important to me. I enjoy supporting clients by building strong client relationships and providing guidance that empowers clients to make informed decisions for their financial goals.
I enjoy educating and supporting clients and colleagues and previously served as co-chair of Fidelity's Women's Leadership Group. I also chartered two Toastmasters clubs to help individuals build confidence and leadership skills.
Outside of work, I enjoy traveling with my family, bicycling, kayaking, discovering local coffee shops, and volunteering in my community.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Digital Federal Credit Union (DCU) is a division of First Technology Federal Credit Union. DCU, First Tech and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.