I joined Addison Avenue Investment Services in January 2025, bringing nearly a decade of experience in the financial industry to the team, including mortgage lending, investment, and branch banking.
As a Client Services Associate with Addison Avenue, I am the first point of contact for responding to any account related requests that you have and scheduling meetings with your Financial Advisor. It’s my goal to be approachable and attentive to each client and First Tech member that walks through the door, calls, or emails our office.
Outside of work, I am an avid reader and have always loved books since childhood. I also speak German and volunteer as a Court Appointed Advocate for Children (CASA), which gives me a sense of purpose. When I'm not volunteering or reading, I love to travel with my husband of over 20 years.
Qualifications: holds series 6, 63 and 65 licenses; life and health insurance
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities 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. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.