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.
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.