For over 15 years with experience in the complex world of Broker Dealer regulation and compliance, I have made significant contributions in both government and corporate sectors. With extensive knowledge and hands-on experience in regulatory frameworks and compliance protocols this further strengthens my ability to provide top-notch fiduciary services to clients.
Throughout my career, I have had the privilege of serving as a Special Education teacher, where I supported students with moderate learning disabilities and social-emotional challenges. This experience has truly highlighted my patience, empathy, and passion for helping others succeed—qualities that I believe will make me a valuable addition to our client-first team. I'm excited to bring these strengths to our work together!
I also serve on the Board of Directors for Incompass Human Services, a non-profit organization dedicated to supporting individuals with intellectual and developmental disabilities. My commitment to empowering others closely aligns with our mission to serve and advocate for our clients’ best interests. I’m excited to bring this passion and experience to the team!