I'm a licensed Client Service Specialist with over seventeen years in the securities industry. As the first point of contact when clients work with us, I help ensure our office runs smoothly by handling paperwork, scheduling, reports, and follow-ups. I truly enjoy building close relationships with clients and helping them find answers to their questions.
Before joining our team, I worked as a consultant at Mutual America and as a sales executive at UPMC Health Plan, where I expanded my knowledge of 401(k) retirement plans and group health insurance.
I hold Series 6 and 63 securities registrations through LPL Financial, along with licenses in Accident, Health, Life, Variable Annuity, and Fixed Annuity. I'm also a Notary and earned my Bachelor of Science in Education from Clarion University.
Outside of work, I love spending time with my husband, our two children, and our family and friends.
Neither LPL Financial nor any of its affiliates may give legal advice. For a comprehensive review of your personal situation, always consult your legal advisor. Notary services are not endorsed or warrantied by the firm.