What do you like about being a financial services professional?
I enjoy helping individuals with their goal planning and making sure the firm runs smoothly.
What are your goals for your clients?
Making them happy and assuring they are being served well. I am always willing to help them with any matter.
What experience and credentials do you have?
I am a Chartered Financial Consultant®. I worked with the group originally in 1994 through 1999 and rejoined them in 2007 because I was needed and wanted to come back. In the past, I worked as a registered sales associate and a Registered Paraplanner at Advest for six years, and at Wachovia for two years. I previously held the Registered Paraplanner designation, which is now known as Financial Paraplanner Qualified Professional (FPQP).
What community organizations do you support or belong to?
I have been a volunteer with the Muscular Dystrophy Association and the Kathleen Mary House, a transition home for women facing issues of domestic violence.
Can you give us a glimpse of your personal life?
I am originally from Niagara Falls and currently live in Lake View with my husband, Terrance, and children, Jordan, Leyton and Gavin. In my free time, I enjoy spending time with my friends and family, and experimenting with new recipes.