Director of Operations, SWG
Registered Client Service Associate, RJFS
How do you empower our team to do their best work and live their Signature lives?
At Signature, I serve as the practice manager and oversee the administrative staff and assist in firm operations. I am also a Registered Client Service Associate helping to deliver concierge level service to our clients, and I hold my series 7, 63 licenses.
What does your life look like outside of the office?
I am originally from Allentown, PA and when I am not working, I am spending quality time with my husband and child.
What can you tell us about your professional journey?
I hold an Associate’s Degree in Accounting from Florence Darlington Technical College. After graduating in 1996 I began my career at UBS Financial Services in Chattanooga, TN and quickly became one of the senior “registered customer service associates” (CSA) at my UBS branch. I joined the Signature Wealth team in Florence, SC in July of 2007.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.