With 15 years in the financial services industry, I have built a career centered on operational efficiency and dedicated advisor support. My journey began in the back offices of prominent firms like Pershing and Royal Alliance, where I first developed the foundational skills that eventually led me to a pivotal role at Jockey Hollow Financial Services, LLC.
I am passionate about streamlining daily operations so that Mike can focus entirely on building meaningful client relationships. As a seasoned professional, I take immense pride in my work ethic and encourage others to embrace every opportunity for growth and learning.