I am a Client Services Specialist at Straight Arrow Financial Group that oversees the flow of our client operations. From ensuring a smooth client onboarding experience, to running an efficient flow of client operations and account logistics, it’s my goal to create a seamless interaction for our clients through our systems and technology. I also enjoy developing a few of our client appreciation events that we host each year.
Before joining Straight Arrow Financial Group, I worked for OneAmerica servicing employer-sponsored plan employees and their retirement accounts for several years. I currently hold a Series 7 license (held through LPL), a Series 66 license (held through Independent Advisor Alliance) and a Life, Health & Variable Insurance Agent license.
I have two daughters that I enjoy watching play basketball and volleyball who also participate in Tae Kwon Do with me. I try to golf a couple times a year in hopes that one day I’ll make it big. I also enjoy hiking, being out on the water, bonfires, and summer weather.
Since joining Straight Arrow Financial Group, I have learned so much about the industry. It has allowed me the opportunity to grow individually and professionally and service such great people. It’s my pleasure to be a part of team whose ambition is to witness our clients succeed.