I began my career in the financial services industry in 2002, focusing on retirement and estate considerations. I am a graduate of the University of Illinois where I earned a BS (1998) in international, consumer and resource economics and an MS (2001) in agricultural economics. In 2015, I was awarded the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certif
ication to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. Currently, I serve as the women's inclusion leader for six regions and 350 branch teams in the mid to southern part of Florida. I have also served our partnership in roles such as culture of compliance leader, hiring team leader and mentor. My husband, Paul, is a corporate tax consultant and we have one son, George, who is a student at The Benjamin School. I am a President's Circle member of the Wellington Chamber of Commerce, member and sponsor of Treasure Coast Commercial Real Estate Women (CREW) network, Young Friends of the Kravis Center and the Palm Beach Four Arts Society Contemporaries. Along with senior branch office administrator Margaret Morrissette, our branch offers over 35 years of combined experience and we are dedicated to providing our clients the highest level of service possible. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. Margaret and I look forward to serving you and your family.
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