I support our growth by managing transitions for financial advisors joining our organization. Leveraging my ability to multi-task allows me to provide our new advisors a carefully crafted transition plan to quickly achieve their onboarding goals. Each phase of the process is thoroughly mapped out to provide the most up-to-date details of each transition. My work continues with advisors through our post-affiliation training, offering continued support and guidance when necessary.

I also work closely with our administrative personnel, providing product and platform training, updates regarding new processes and procedures as well as practice management education.

Our success has given me the opportunity to travel to various parts of the country to work with advisors as they join our organization. This has afforded me the chance to see other states I otherwise might not get to see.

My professional background includes 11 years in the financial services industry. Several of those years included managing a team of nine associates, training new advisors and their staff and operations management. ‘

Rounding out my life involves starting each day with a workout, spending time with my family and enjoying the beach.