I have been in the financial services industry for over 20 years. Prior to joining Cadence Retirement Group, I worked with the Private Client Group at Wells Fargo Advisors, Morgan Stanley and Edward Jones. I also spent one year with AON as a 401k Plan Administrator.
I am involved with the administrative aspect of the business and spend most of my day interacting with clients to ensure an extraordinarily high level of service.
I hold the Series 7 and 63 registrations.
I advocate for a strong balance between family and work life. I live in Jupiter, Florida with my husband Jack. I enjoy Trivia and love to spend time with my family.
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