Cultivating Financial Confidence, One Client at a Time
Growing up in Western Maryland, some of my most cherished memories involve working in the garden alongside my parents and siblings. It was there I learned the value of hard work and teamwork, two principles that have shaped both my personal life and professional career. Whether raising my own children or growing in my career, the belief in working together toward a common goal has remained central to everything I do. Helping others has always been my passion, and today, I take pride in supporting our clients as they navigate their financial journeys.
How I Help You
As a Senior Client Service Associate, my role is centered around building strong, meaningful relationships with our clients and overseeing the operations of our Cumberland Practice. Every client brings a unique set of needs and circumstances, and I am dedicated to providing service that is personalized and tailored to each individual and family. From managing day-to-day operations to assisting with account maintenance, document preparation, and distribution requests, my goal is to ensure that every client has a smooth, stress-free experience while accessing the financial guidance they need. I strive to make the process enjoyable, helping you feel empowered and confident in their decisions.
My Professional Journey
From an early interest in the financial and accounting fields, I pursued my bachelor’s degree in Accounting with a minor in Business from the University of Maryland University College and later earned a Computer Science degree from Allegany College of Maryland. My career journey took me through over a decade of experience in business and law environments, where I discovered my true calling: working directly with individuals and families to help them shape their financial futures. In 2017, while preparing for the CPA exam, I made a pivotal decision to change my path, leading me to join Apricity Advisors. Here, I’ve been able to advance my career while continuing to pursue advanced training to better serve our clients. As a mother, family is central to my life, and I find immense value in the deep, lasting relationships we build with our clients. I look forward to helping you and your family on your financial journey.
