After receiving a degree in Political Science and Business/Finance I started my career as a Finance and Commercial Litigation Paralegal at a large New Jersey Law Firm. After taking a pause to raise my family and volunteer in my community, I helped run a very successful local business servicing clients with their branding needs. In 2020, my husband and I moved to the Pacific Northwest, which led me to joining Addison Avenue Investment Services in 2021.
When I work with clients, my goal is to truly understand their needs and to help them build the right solutions. It’s particularly rewarding to have a career where the main goal is to help individuals and families with their financial plans – which I know can be complicated, and overwhelming. I’m excited to meet new prospects and hear their stories. Each member has a unique set of circumstances that require our help and guidance and finding the most appropriate solutions for their needs is the most important part of my job.
In my off time, I love spending time outdoors hiking, biking, kayaking, and gardening. I also enjoy reading, and spending time with my three adult children.
Qualifications: holds series 7 & 66 securities licenses; life & health insurance licenses.