MY BIO

I have 19 years of experience in the Finance Industry. I was raised by my single Mother along with 4 other siblings (two older brothers and two younger sisters). My Mother instilled in me the value of education, hard-work, and perseverance. I completed Sawyer Business College to become a Computerized Administrative Assistant in 1997 which introduced me to the world of Finance as a Temp. Once hired, I went on to obtain the Series 7 and Series 66 licenses. I also have an Associate’s of Applied Business degree.

I’ve gained a wealth of knowledge during my tenure at KeyBank, McDonald Investments, Wachovia/Wells Fargo and Raymond James which allowed me to expand my knowledge in IRA’s, Investments (Stocks, Bonds & Mutual Funds) Stock Options, IRS Rules & Regulations, while evaluating/researching/resolving and processing investor requests effectively.

I am a Mother to three wonderful son’s ages 32, 28 and 18 and currently reside in Westlake, Ohio. I enjoy cooking, reading and spending quality time with family and friends