As a Financial Services Associate at Penn Rise Advisors, my goal is to help our investment client accounts run smoothly. I work as an advocate for our clients, process new accounts, transfers, as well as, act as a liaison between our office and outside sponsors. As a way to better serve our clients, I am pleased to have recently passed my Series 7 exam to become a registered representative. I enjoy my job because it allows for me to use my strong passion for helping others succeed and exemplifies my dedication to the mission here at Penn Rise Advisors.
My past experiences include working in the commercial lending department for a community bank, retail banking, and food service. I attended Indiana University of Pennsylvania where I earned a bachelor’s degree in Early Childhood Development, Family Relations, and Psychology.
When I’m not in the office I enjoy knitting, crocheting and all things fiber art! My husband is a chef so we do a lot of cooking together, host our families and friends for meals, and spending time with our two ginger cats.