With over 30 years of experience in the financial planning and investment management industry, I have had the unique opportunity to work with customers and advisors through the nitty-gritty of plan management. I am honored to have the confidence and support of my team and our customers as I work to make the journey in financial strategies as smooth as possible for all involved.
In today’s world, there are a lot of compliance and contractual obligations that are part of every financial strategy. I appreciate the diligence and support from Raymond James in these areas, not only because it’s the ethical thing to do, but also because it protects our customers. I enjoy my dual role as “back office” and “customer service.”
Before joining Raymond James in 2008, I spent 20 years at Morgan Stanley as a senior registered sales assistant in Harrisburg, Pennsylvania. I hold Series 7 and Series 63 registrations. I am a graduate of Shippensburg University with a Bachelor of Arts Degree in Spanish.