As a Registered Assistant, I support Sam in servicing our clients to the best of my abilities. From opening accounts to updating beneficiaries to scheduling appointments, I strive to make your financial planning experience an easy and enjoyable one.
I received my bachelor’s degree from Northern Michigan University where I double-majored in Marketing and Spanish. I spent one semester studying abroad in Valencia, Spain where I took a full course load at La Universidad de Valencia. I consider that one of my most exciting experiences. I’ve been working in the financial planning industry since 2013 and I am Series 7 licensed.