With over 30 years of experience in the financial services industry, I serve as an LPL Registered Sales Assistant. My career began in 1994 as a Client Service Associate at A.G. Edwards. Following the birth of my son in 2001, I transitioned to a Re-Org Specialist role in the Operations division of McDonald Investments.
Desiring more client interaction, I later moved back to a front-office position at UBS Financial Services. In 2011, I earned my Series 7 Registration held through LPL Financial, enabling me to better serve my clients and add value to the team of financial advisors I support.
A lifelong resident of the Cleveland area, I currently reside in Avon Lake with my husband of 24 years. We have a son, Charles, who recently graduated from Xavier University, and a 8-year-old black lab named Francesca. I am passionate about volunteering and actively involved with the Red Cross, hosting blood drives from my home and other locations in Northeast Ohio. In my free time, I enjoy spending time with my family, taking long walks, and traveling