I have over 20 years of experience in the financial advisory industry. I am currently the Client Services Team Leader at Spectrum Financial (Spectrum) where I guide our client’s in their portfolio construction and help with any client needs. I am also an expert on mutual fund analysis and trading ...more

I have over 20 years of experience in the financial advisory industry. I am currently the Client Services Team Leader at Spectrum Financial (Spectrum) where I guide our client’s in their portfolio construction and help with any client needs. I am also an expert on mutual fund analysis and trading operations. I began working with Spectrum in 1999 as a client services team member. In 2001, I transitioned into the Investment Services Team to assist in both trading operations and research by performing mutual fund research, fund screening processes, and outside the box thinking. I then stepped back into our Client Services team as the team leader. I am excited to bring my expertise and knowledge of our investment methods and products to our clients in order to achieve the best allocation for them. What drives me to wake up every morning and go to work? I love talking with clients. I believe every conversation is a learning experience for all involved. At Spectrum, we know that every client is unique and has a different set of goals. I want to help clients in every way possible to attain those goals. The financial services world is a never-ending and ever-changing landscape and even with my many years of experience, I learn something new every day and that makes what I do fun and challenging at the same time. At Spectrum, we have feeling and intention that we can make a difference in the world…and we do just that!less