I started at the Credit Union and worked in a branch until I joined the investment service division, Addison Avenue Investment Services. Helping our clients is a huge part of my daily job. I recognize each client as an individual with varying needs and requirements, and I am happy to tailor my approach accordingly to meet their needs. With my background and education, I am able to provide banking, lending, and investment knowledge to our clients and show them their full financial picture in a holistic and sustainable way. Mike and I are a great team and we truly enjoy the opportunity to serve our clients and their families.
I attended Hastings College for Art History and am currently pursuing a degree in Economics from Arizona State University. When I am not working, you can find me outdoors, spending time with family, cooking, reading, live music and the arts.
Qualifications: holds series 7 securities license