Director of Investment Services
I joined our team in April 2005 as an office professional through an Illinois Central College internship. After graduating, I was offered a full-time role and obtained my life and health licenses. The team identified that my skillset aligned with brokerage services. In 2009, I became a fully-licensed office professional by earning my Series 66 and 7 securities licenses. Currently, I serve as the Director of Investment Services, providing behind the scenes support through trading, monitoring investment accounts, and helping clients with their investment service needs.
I often provide an injection of humor into the office. When I am not in the office, you can find me reading (I read and listen to an average of 250 books every year!) or spending time with my husband, kids, and cats at home, watching the Bears game. I volunteer on the Snack Pack board at Mossville Elementary and co-lead Girl Scout Troop # 4707.
There are too many good quotes for me to have a favorite. One of my top favorites is “Never let anyone dull your sparkle.” It is a key reminder to be confident in yourself, a trait I hope to cultivate in my two kids.
- Office Professional Associate Degree , ICC
- Series 66 & 7 Licenses
- Life & Health Licenses
- Member of PalomarWealth Investment Committee
- Member of PalomarWealth Philanthropic Committee