I started my career in the financial industry in 2001 as a bank teller at Bank of America. From there I learned a lot about the banking industry, and continued to develop my customer service skills. As I worked my way through different positions within the bank, I had the opportunity to work with the International Private Bank. It was my first impression of working in the area of wealth management, and I enjoyed being able to develop relationships with the clients and their families, as a client associate. As I continued on the path of wealth management, I moved on to work with A.G. Edwards in 2004. It was there that I obtained my Series 7 and 66 securities licenses. I enjoyed learning about the securities industry, and still continue to learn up until now. After 14 years, a couple of mergers and a promotion to assist the branch manager, I decided that I wanted to continue my career at Raymond James.
I believe that the technology and support of Raymond James enables me to best support the individuals and families I serve-placing their needs first and working closely with them to identify and work towards their financial goals. My attention to detail, dependable nature, and quick thinking has contributed to my success throughout my career. It is my goal to take care of, if not anticipate, each client need, as well as ensure matters are attended to correctly and efficiently, providing an elevated client experience.
When I’m away from the office I enjoy the beautiful San Diego scenery on its many hiking trails, and creating fun memories with family and friends. I’m also a mom and fur mom to Jordyn, Jackson, a Shih-Tzu named Murry, and a French bulldog named Kobe.