As a Client Services Associate, I bring more than 20 years of experience in financial services, with a background in compliance, operations and client services.
Throughout my career, I have worked extensively in compliance, operations and client services roles helping advisors and clients to navigate their financial needs with confidence. I earned a Bachelor of Science degree in Resource Economics and over the years, I have developed a strong appreciation for collaboration and service.
The most rewarding part of my role is helping others. Whether I'm supporting advisors behind the scenes or assisting clients directly, I take pride in providing dependable service and helping things run efficiently.
Outside of work, I enjoy spending time with family, traveling, and tackling home improvement or DIY projects.
After more than two decades of helping clients, I continue to value the relationships I've built and the opportunity to make a positive difference every day.
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.