As the Branch Manager for the Raymond James & Associates office in Portage, MI, I bring 36 years of securities industry experience to the table. I am passionate about supporting our financial advisors, support staff and their clients in any way I can, embracing the firm’s service-first culture. I am responsible for recruiting experienced financial advisors and associates, P & L management, regulatory compliance, overseeing practice management and ensuring that this is a fun place to work and I take pride in the work I do in each of those areas.
I have been with Raymond James & Associates for 13 years and prior to that I was with Prudential Securities for 13 years working as the Administrative Manager overseeing 4 branches located in Grand Rapids, Traverse City, Battle Creek and Kalamazoo.
I hold my Series 7, 63, 66, 9, 10 and 24 as well as my Life Insurance and Variable Annuities licenses.
In my spare time I enjoy photography, travel and spending time with my children and new granddaughter.