I have been in the financial services industry since 1996. Presently, as a licensed sales assistant at Delta Financial Group my duties include client relations, records management and sustaining compliance requirements between the practice and Broker Dealer.
I received my Bachelors Degree in Business and Finance from Washington State University. I hold the Series 7 and 63 licenses as well as my insurance license.
I am excited to be a part of the Delta Financial Group and look forward to assisting our clients in achieving their goals.