Registered Client Service Associate
Series 7 and 66 registrations

Experience: 28 years

Education: Associate in Accounting, A.W. Beattie Technical

Specialty Areas: Overseeing all aspects of client relationships, including account management, trading and distributions.

“Whether they need to transfer money, execute a trade or simply have a question about their account, I handle every request with efficiency and care to ensure that every experience a client has with us is great.”