Professional Background
With nearly two decades of experience in the financial services industry, I bring a deep commitment to delivering exceptional customer service and operational support. As a Licensed Client Service Associate at Ridge Haven Wealth Planning working remotely in Orlando, FL, I strive to cultivate lasting relationships by providing personalized assistance and effective communication. My goal is to ensure every client feels valued, not just as a customer, but as an essential member of our Ridge Haven Wealth Planning family.
Educational Background
I graduated from Queens University in Charlotte, NC with a degree in Business Administration. I have earned my Six Sigma Certification, as well as my Series 63 and 7 Brokerage license.
Personal and Family
Outside of work, I enjoy beachside getaways, baking, long walks, sports, and playing cards. My greatest joy comes from spending time with my husband, our three daughters, family and friends.