Throughout my life, I have always valued helping others and, during college, I found that the financial services industry provided me with an opportunity to do just that. Since joining Raymond James in 2011, I have brought my specialized knowledge of group insurance benefits to our team.
By understanding the importance of listening to provide specialized advice, I felt my interests and skills were a good fit to continue my career with Raymond James. I support our financial advisors and clients through meeting preparations, which includes handling new business paperwork, setting up accounts, processing trades, coordinating account requirements, facilitating and servicing all life insurance needs, and resolving client concerns.
My goal for our clients is to make their experience as seamless as possible, and I want them to know that they have a dedicated team working for them. I feel it is a genuine pleasure to help clients meet their financial goals, to ensure they can then meet their personal goals.
Prior to working with Raymond James, I held a position handling group and health insurance benefits for small businesses. A graduate of The Ohio State University, I earned a bachelor’s degree and also hold my Series 7 and life and health insurance licenses.
Born and raised in Columbus, Ohio, my family and I recently moved from our 125-year-old home we renovated downtown near Franklin Park and Olde Towne East, to my hometown of Hilliard. I enjoy spending time with my husband, Jamie, and our children, Emme and James, traveling to beachside locales, and reading a good book.