As a Registered Client Service Associate, my role is to anticipate the individual needs of our clients and provide exceptional client support. I strive to deliver accurate and timely responses to client requests and administrative processes. With over 15 years in the industry and a solid organizational background, I work with our financial advisors as they uncover and meet individual client goals.
I started my career at Oppenheimer & Co. Inc. in the reception area before I relocated to their Philadelphia offices for client support. During my time at Oppenheimer, I obtained several industry licenses. I further improved my industry knowledge by moving to Wells Fargo Advisors as a Senior Registered Associate. The chance to work individually with advisors and clients in a small personal setting is what drew me to IVC Wealth Advisors. The IVC community is what makes coming to work every day special.
I grew up in a small town in northwestern PA and attended Pennsylvania State University and the University of Pittsburgh. I moved to the area in the early 2000s and now reside in Perkasie with my husband, children, and pets. Outside the office, I enjoy baking, gardening, and spending time with my family.
I am an Investment Advisement Certified Compliance Professional®(IACCP®) and hold the Series 63 (Uniform State Agent State Law) and Series 65 ( Uniform Investment Advisor Law). I am also a Pennsylvania Notary.