Experience

I have over ten years of experience in the financial services industry where I developed a broad set of skills in wealth management ranging from statement analysis and compliance, to serving a variety of accounts including estate and retirement accounts. I began working as an Equity Trader in 2008 for an RIA in the local area, but was soon recruited to work for a wealth management team for a larger corporation. There, I found my passion for servicing clients and working in wealth management.

Education

Bachelor of Science in Finance from the University of Central Florida.

Tell us about your career journey and what led you to choose DVI:

After graduating from the University of Central Florida in 2016, I was encouraged by my mentor to further my career by working for an RIA, which led me to DVI in 2017.  I am closely integrated with not only the teams in Florida and Peoria but also our clients, which is very important to me.

What is your favorite thing about DVI?

My favorite things about DVI are building relationships with our clients, and never feeling like we work “inside a box”. There are no limitations to how far we want to grow, and DVI supports us on that path.

What do you enjoy doing in your free time?

I love spending time with my husband and our three children. We love boating, Disney and playing out on our property. We stay very busy!.