Before joining MMB Advisors in 2021, I earned my degree in Business Administration from Central Michigan University and gained extensive experience in administrative, customer service, and supervisory roles across the hospitality, non-profit, and retail banking industries. In 2022, I successfully passed the Series 7 and 66 licensing exams to become an LPL Registered Administrative Associate. These licenses are held with LPL Financial. I take great pride in assisting clients with their accounts and helping them navigate the LPL Financial technology tools that support their investment goals. In addition, I contribute to our MMB team’s marketing initiatives and event planning efforts.
Outside the office, I enjoy mentoring foreign exchange students and their host families, gardening, traveling, and spending quality time with my husband, Doug, and our two grown sons, Charles and Jason.