I support our growth by making sure the office is running smoothly and efficiently – this includes booking conference rooms, ordering supplies…anything that makes the office go. I have also taken on the Integrated in the Community initiative, which involves a different charity each quarter that we support through donations or volunteering.
Our success allows me to put my organizing skills to use on a daily basis, from processing paperwork for various departments to making sure that everything is in its place. I enjoy working with and meeting new people. I am a team player and I am more than happy to help out wherever needed.
My professional background, working in retail for the past decade, I am able to put my people skills to work by being the liaison for the clients and guests that come into the office. You might call me the First Impressions Officer.
Rounding out my life you can find me reading anywhere from 2 to 4 books a week. I have always been a bookworm. I am also a fan of The Walking Dead and have traveled to meet the actors on the show at various conventions around the country.
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.
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