With over 20 years of experience in the financial services industry, I am passionate about building meaningful, long-term relationships and providing exceptional service to every client. As a Client Services Advocate at WealthGuide Advisors, I take pride in ensuring that each client feels supported, valued, and confident in their financial journey.
I bring a strong foundation of industry knowledge, holding FINRA Series 6 and 63 registrations through Lincoln Investment, along with associate degrees in Business and Management. My focus is on creating a seamless experience for every client—helping them navigate account needs, stay informed, and feel truly cared for every step of the way.
Guided by the firm’s mission of empowering you to make more confident financial decisions, I strive to deliver the personal attention and professionalism that define WealthGuide Advisors.