I joined Investment Services Group in 2019 and have since played an integral role within the firm. My journey began with a solid foundation—an education in business administration from the University of Missouri-St. Louis, where I earned my Bachelor of Science degree. Equipped with a deep understanding of business principles, I embarked on a career path that led me to achieve FINRA Series 7, 63, and 66 securities registrations which are currently held with LPL Financial.
Throughout my tenure at ISG, I've applied my expertise in business administration and financial securities to contribute effectively to our team's success. My role has allowed me to leverage my education and certifications to navigate the complexities of the financial industry, providing clients with knowledgeable guidance and strategic insights.
Outside of work, I cherish spending time meeting with friends for dinners and traveling both within the US and internationally.