Member of the team since 2008
Resident of New Philadelphia, Ohio
“It is my passion to work with caring and compassionate team members who believe that quality counts and efficiency delivers excellence to our clients.”
Topics or areas of expertise:
- Compliance Management to the various regulatory bodies within the securities industry
- Strategic business initiative projects
- Human resources
Education:
- Applied Associates Degree in Business Management Finance from Stark State College
- Bachelor of Science Degree in Business Administration and Human Resource Management from Franklin University
- FINRA Series 7 Securities Registration
- Graduate of Leadership Tuscarawas
Community involvement:
- 2025-2027 Commonwealth Advisor Council
- Past Executive Board Member Leadership Tuscarawas
- Past president of the New Philadelphia Business and Community Association
- Past founding member of Leaders of Tomorrow (previously Women Supporting Students)
When she's not in the office you can find her:
- On the sidelines with her husband, Dj, watching their daughter Zella’s activities
- Exploring experiences with Zella & Dj
- Reading, painting, and making crafts with Zella
What’s the biggest lesson you’ve ever learned?
Say yes to the things you love and are passionate about. It’s okay to say no to things that don’t inspire or align with your own aspirations. Set boundaries.
What’s your favorite restaurant?
Anyone who really knows me could find me at my favorite place, The Daily Grind, where everyone knows your name. This small, quaint coffee shop in downtown New Philadelphia serves fresh food and great coffee.
What is one goal you’d like to accomplish?
The one goal that is always on my list and never expires: To Make A Difference.