I support Integrated’s growth by managing reporting for Advisory Fees & related advisor compensation. I support Integrated’s executive team by ensuring financial results are accurately reported, with an emphasis on operational efficiency and regulatory compliance.

Our success allowed me to launch our RIA’s automated compensation portal. My mission is to provide accurate and timely information, which is integral to everyone’s success. The launch was very rewarding and continues to be a key feature that we continually enhance to support advisors’ businesses.

My professional background includes a decade in public accounting, where I earned my CPA. I have worked with clients in many fields, including financial services, and spent a decade as CFO of a publicly traded independent broker-dealer. Auditing businesses and then managing the financial and operations results of a well-known broker-dealer has given me both specific and broad experiences that I apply to my work with our rapidly growing RIA.

Rounding out my life finds me spending time with my family, including my husband Matt and our kids – Jack and Meghan, attending their sporting events and enjoying fun times together at Lake Winnipesaukee, NH.

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