Client Service Associate
I have been in the Financial Services industry since 1999. My career started in Accounting & Bookkeeping so for me, Financial Services was a logical leap when it came time to make a change. Formerly Series 7 – General Securities Registered, Series 24 – General Principal Registered and Series 66 – State Law Registered, I have supported many financial service representatives over the years.
My husband Richard and I have lived in the Foothills of the Appalachian Mountains in Hedgesville, WV with our two dogs since 2019. Prior to moving to West Virginia, we spent our early years in the DC Metropolitan suburbs raising our two daughters surrounded by family.