I have been working in the financial industry for just over four years, and I am proud to serve as the Operations Manager for our office. During my time here, I have gained extensive experience in the day-to-day operations of the office and have successfully transferred two full books of business in under a year.
I grew up in Latham and attended the University of Iowa, where I earned my degree while competing as a Division I Rower. After graduating, I moved back to the area in 2018 and have been enjoying the opportunity to work in the financial industry
In addition to my work in the office, I am also a coach for high school rowing. I am passionate about helping young athletes achieve their goals and develop their skills both on and off the water.
I am committed to providing exceptional service and support to our clients and ensuring that our office runs smoothly and efficiently. I am proud to be a part of such a dedicated and knowledgeable team and look forward to continuing to serve our clients for years to come.