Guided by Care, Driven by Purpose
Growing up in the Cumberland area, I learned early on the importance of helping others make thoughtful decisions in tough times. This principle became my guiding philosophy and ultimately led me to the financial services industry. Whether it was supporting my family or my community, I’ve always believed in uplifting others, especially when navigating life’s complexities. Today, as a wife and mother of two, I use that same philosophy to help clients simplify their finances and bring clarity to their decisions.
How I Help You
As a Client Service Associate at Apricity Advisors, my primary focus is creating strong, lasting relationships with our clients and striving to ensure that every interaction is smooth and seamless. I manage the day-to-day operations of our Cumberland office, which includes everything from assisting with account maintenance to preparing critical documents and handling deposits and distribution requests. By offering personalized service and clear communication, I make sure our clients feel supported every step of the way, allowing them to focus on their financial goals without the stress of the details.
My Professional Journey
My career in financial services began in the early 2000s as a bank teller, where I quickly realized the need for financial education. I earned my degree in Administrative Services from Allegany College of Maryland and spent the next 16 years as a Federal Contractor for the Federal Retirement Thrift Investment Board. This experience gave me deep insight into retirement planning and financial strategies, which I now bring to my work with individuals and families. Joining Apricity Advisors was a natural next step, where I could combine my professional knowledge with my passion for building meaningful client relationships.
