As a Client Service Associate, I enjoy serving clients’ needs and assisting advisors with client accounts. I tutored under a wonderful mentor who taught me what it meant to provide client service and support and the impact on their financial future.
I began my professional career as a client service representative for a regional Southern bank before I moved into the investment world via a newly established Broker-Dealer Firm where I provided client support for independent financial advisors and their associates. The position allowed me to increase my knowledge of the inner workings of the different platforms and processes in the investment industry. After a brief absence due to medical reasons, I returned to work as a Client Service Associate at IVC Wealth.
I am from Northeast Philadelphia and returned to Pennsylvania in 2020 after living in Southern California and Maryland for many years. I attended Citrus Valley Community College in San Gabriel, California. I graduated with two degrees, an AS in Accounting and an AA in Liberal Arts. I am studying Computer Science at the University of Maryland Global Campus. I have twin sons in their early 20s and two dogs I enjoy spending time with. I am a sports fan. I love rooting for the Phillies and Eagles. I enjoy dining with friends and sharing laughs.