After graduating from Bridgewater College with a bachelor’s degree in business, I went on to own and operate several small businesses with my husband, as well as working in various aspects of banking and real estate.
Since joining Stern & Heatwole in 2015, I earned my FINRA Series 7 and 66 securities registrations as well as life and health insurance licenses. Currently serving in advisory, insurance, and retirement plan roles on our team, I have the opportunity to work with our outstanding client base and enjoy helping them pursue both financial and retirement goals.
Outside of the office, much of my time is spent with my husband and two boys camping, riding ATVs, and being outdoors. I also devote time to doing volunteer work through my local church.