Investment Operations Specialist

As an Investment Operations Specialist, I help make sure everything runs smoothly behind the scenes when it comes to managing your financial plan. I support our advisors so they can focus on what matters most—helping you reach your financial goals.

I work closely with our internal teams and investment platforms to ensure your accounts are handled with care, accuracy, and efficiency. With several years of experience in the financial industry, I take pride in the details and enjoy making sure all the moving parts work together to support your overall financial plan.

In my free time, I enjoy playing pickleball or hiking with my doodle Corduroy. I love spending time with my family and friends enjoying delicious home cooked meals with good company.