I support our growth by bringing my ability to streamline processes and procedures to various firm departments.  As a part of the Integrated Investment Team, I leverage these skills to support our Chief Investment Officer as well as our traders. My ability to multi-task and work effectively has provided value to the team to manage tasks, ensuring team deliverables are met within expected timelines.

Our success has provided me the ability to travel to our advisors’ offices throughout the country, allowing me to work closely with them and solidify those relationships in an in-person setting.

My Professional background includes decades of industry experience that have helped me hone my skills, including training associates, goal setting, project management, time management, and problem solving.  Creating a process for even the smallest task has helped me ensure a structured workflow is in place to support all information, such as data, activities, and deadlines.

Rounding out my life involves a healthy lifestyle of enjoying the outdoors and spending time with my two daughters and two grandchildren. ​