Experience

I have dedicated over 21 years to my clients, assisting individuals with their financial needs utilizing a customized wealth management process. Primarily serving retirees, I focus on medical professionals and retirement planning in the pursuit of providing the highest quality of service. Prior to joining UBS in 2007, I spent 13 years with Wachovia and seven months with Smith Barney. I earned a B.S. degree in mathematics from the University of Pittsburgh and currently hold Series 3, 7, 9, 10, 63 and 65 securities licenses as well as variable annuity, life and health insurance licenses.

Whether it's helping clients buy and sell securities, read and understand their statements, transfer funds, pay bills or just be there to listen, I take pride in my role as a Senior Registered Client Service Associate. Prior to joining UBS, I served in various capacities with such firms as E.F. Hutton, Dean Witter Reynolds, PaineWebber and Wachovia. I hold Series 7 and 63 securities licenses. I have been married for over 25 years to my husband Matt, and in my spare time, enjoy watching professional sports, particularly baseball, NASCAR, football and hockey.