Registered Representative, Lincoln Financial Securities
I have been with The Financial House since 2009 and became a partner in 2015. I hold the Certified Financial Planner (CFP®) designation and am a registered representative of Lincoln Financial Securities Corporation. I hold my Bachelor of Arts from the University of Colorado and my Master of Education from Wilmington University.
I came into the business because I’ve always had a desire to help people. My mother was a financial advisor for over thirty years and when I joined her in practice, I was able to learn from and be mentored by, in my opinion, one of the best.
I love building relationships with my clients and helping them achieve their life goals. My clients’ success is my goal. I help clients build and create wealth over time, attain a sense of security for themselves and their loved ones, untie financial knots and plan for the future. By simplifying complex financial concepts, I help clients to make purposeful and informed financial decisions.
Being involved in my community is important to me. I am currently serving as homeroom parent in my son’s 5 th grade classroom. I am also mentoring a University of Delaware student who is studying finance. I have served on many boards, including the Delaware Fund for Women, National Association of Insurance and Financial Advisors (NAIFA) and the Lincoln Financial Securities Advisory Board as a founding member and eventual chair of the board. I am a member of the Million Dollar Round Table, an elite worldwide financial services organization, qualifying for the Top of the Table for the first time in 2018.*
When I’m not at the office or working with clients, I enjoy spending time with my husband and two children, my dog, our extended family and our friends. We enjoy traveling, especially if it involves skiing, hiking or exploring a new city. We live in Kennett Square, Pennsylvania.
*To qualify for a MDRT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years. For details please visit http://bit.ly/2eFxOex
California Insurance License #0K06131