I take care of all client paperwork, compliance management, service requests and general office management.
My Educational Background:
Owensboro High School, 2007
University of Louisville, Bachelors of Science in Business Administration with a concentration in finance, 2010
Auburn University, Master of Business Administration, 2013
Prior to joining the team in 2015, I worked in the financial services industry for 4 years as a financial advisor and investment analyst.
I reside in Owensboro with my husband Jared and our son.