Building Financial Futures, One Piece at a Time
Growing up in the Greensburg area with two working parents, I quickly learned the importance of balancing hard work and personal life. Today, as a single mom, raising my son continues to inspire me to maintain that balance in all aspects of life. My son’s love for Legos has given me a fresh perspective on how we help our clients—carefully assembling their financial futures, piece by piece. Just like building something meaningful from the ground up, I believe that a thoughtful approach is key to helping clients achieve their financial goals. My passion for connecting with people led me to the financial services profession, where I can play an important role in guiding clients through this process.
How I Help You
As a Senior Client Service Associate at our Greensburg Practice, my role focuses on fostering relationships and striving to ensure smooth day-to-day operations. I work closely with our clients, assisting with everything from account maintenance and document preparation to daily deposits and distribution requests. Before each meeting, I help ensure that personal information is up to date, allowing for more effective conversations with our advisors. By delivering personalized service and helping ensure clients feel informed and supported, I strive to support the Advisor in making the financial planning process seamless and rewarding.
My Professional Journey
With a foundation in client service that began in 2008, I started my career in retail sales and management—driven by a love for problem-solving and helping others. In 2014, I transitioned into financial services as a Personal Banker, where I expanded my skill set by becoming a Notary Public and Licensed Relationship Banker. Over the years, I earned my Series 6, Series 63, and Life, Accident, and Health Insurance licenses. Joining Apricity Advisors in 2018 allowed me to further deepen my commitment to client service. Since then, I’ve participated in client experience best practice forums, served on focus groups, and contributed to the Pittsburgh Market Board of Directors from 2019 to 2021. In 2021, I earned my Series 7 and Series 66 Securities Registration. I am passionate about ongoing professional development, continuously pursuing advanced training to better serve our clients. Family is at the heart of my personal life, and I cherish the meaningful relationships we’ve built with our clients. I look forward to helping you and your family take the next step on your financial journey.
