What I Stand For:
In support of the firm and our clients, I am responsible for maintaining our facility and technology, managing our books and records including client billing, as well as supporting our Chief Compliance Officer in maintaining compliant policies, procedures and appropriate disclosures.
Outside of Work, You'll Find Me:
Spending quality time with my parents and my son are important to me so we get together to play cards, go to the movies or have dinner regularly. I also am an avid golfer and bowler. As a board member of the Wy-Jon County USBC Bowling Association, I support and promote the sport of bowling to youth and adults.
Life is not about waiting for the storm to pass, it's about learning to dance in the rain. Vivian Greene
Education and Certifications:
Mastering new skills and tasks by jumping in and doing them is one of my strengths and has been instrumental in my career development. I have been lucky enough to have worked for companies that appreciate not all education comes in the form of a college degree and 'on-the-job' training sometimes creates a more versatile and useful education.
In the Community:
When my son was growing up I spent most of my spare time supporting scouting activities, promoting the benefits of the scouting program and serving on the board of his scout troop as well as being an active leader in cub scouts and boy scouts.
Diabetes awareness is a special cause of mine since my son has been a Type I Diabetic since he was 18 months old. I have done fundraising events in support of research for a cure and to raise awareness.
I like supporting my local animal shelter by donating supplies for the care and feeding of abandoned and abused pets. I have been a foster 'parent' for at risk kittens who needed more attention than they could receive at a shelter and I currently own a Siamese mix rescue cat I named Taj.
Social Media Links:
- Bowling Themed Birthday Bowling Themed Birthday
- League Night League Night
- Serving the Community Serving the Community