As the Director of Client Operations, and with over three decades of experience in the financial services industry, I have been dedicated to helping individuals pursue their financial goals since 1991. I take great pride in being part of the Vintage Financial Group team since 2010.
I contribute to the office organization structure and play a vital role in training employees on the operations side of our business. I develop processes and procedures to ensure that our office operates efficiently, adhering to compliance regulations while maintaining productivity. Throughout my career, I have acquired a wealth of knowledge and expertise. I hold several securities licenses, including Series 6, 7, 63, and 66, and hold a Life, Health, and Annuities insurance license.
I am passionate about helping people understand their financial world and find it particularly important to support individuals during significant life changes, such as widowhood or divorce, by demonstrating that life will still be okay.
Outside of work, my husband, Will and I have one adult daughter, Allyson, and our furry companions, Izzy, Chloe, and Loki. In my free time, I pursue my passion for photography through my own on-the-side business, specializing in capturing beautiful moments for families. I also enjoy traveling and capturing stunning photos of our adventures. When I am at home, you can find me immersed in various hobbies, such as reading, sewing, quilting, and scrapbooking.