I support our growth by administering all new business and financial plan processing for Integrated Wealth Concepts (IWC), our independent RIA. I act as a resource to our advisors and their assistants as questions arise during the new business process.

Our Success has recently allowed us to launch a new platform providing advisors access to account information at their fingertips. This technology will allow advisors to run their business with ease. It is especially rewarding to see our advisors thrive using the efficiencies that I helped create across the organization.

My professional background includes an education in business administration from Simmons University. During my studies I developed a strong interest in finance and operations which led me to my current position at Integrated.

Rounding out my life finds me baking and decorating pastries on the weekends. My first job was at a local bakery where I was able to learn the trade from skilled pastry chefs in the industry.