I am a versatile and results driven Wealth Management professional with 12 years of success and growth. I have a diverse background and excel at building and developing relationships, executing goals and driving sales. I enjoy working on a team to accomplish objectives however I also function well ...more

I am a versatile and results driven Wealth Management professional with 12 years of success and growth. I have a diverse background and excel at building and developing relationships, executing goals and driving sales. I enjoy working on a team to accomplish objectives however I also function well working independently. I am client focused with a history of delivering excellent service. I am highly motivated, optimistic and I have a desire to learn, grow and help.less