I joined Guidant Wealth Advisors on January 2, 2014
It has been my pleasure to serve as an Associate Planner with Guidant Wealth Advisors since 2014. My career in the financial services industry spans more than 30 years. I hold Series 7 and Series 63 securities registrations with LPL Financial.
As an Associate Planner, it is my role to assist Guidant’s advisors in helping individuals, families, and companies maintain a long-term wealth management strategy to pursue their financial goals. I serve as the conduit between client and advisor, helping to keep lines of communication open and projects on schedule.
I am passionate about understanding clients’ financial concerns and aspirations, and building on that knowledge to streamline the advisors’ work. It is my goal to make every client feel at ease, while providing a sense of confidence and trust through the strong work ethic instilled in everyone at Guidant Wealth Advisors.
I make every effort to understand the needs of the client and advocate for them in every aspect of their interaction with us.
Bachelor of Science in Business with a major in Administration Office Management, Eastern Illinois University
Series 7 and 63 Registrations