As an Administrative Assistant and LPL employee, I am part of the Admin Solutions program that supports multiple advisors' businesses.
I partner closely with advisors, offering support on administrative tasks and client management functions. It brings me immense joy to interact with advisors and clients, as I genuinely enjoy getting to know them and assisting them in any way I can. My position is also part of LPL Business Solutions, and I am proud to be a member of a team that provides industry-trained LPL professionals who simplify operations and streamline advisors' practices.
With a career spanning 15 years in the financial services industry, I bring a wealth of experience to my role. Prior to joining LPL, I worked as a transition consultant for Cambridge Investment Research. However, in 2022, I seized the opportunity to join LPL and apply my expertise in working with advisors through the Admin Solutions Program. As an Administrative Assistant, I am committed to providing exceptional support and ensuring that operations run smoothly for our advisors. I look forward to the continued growth and success of our team.
Originally from Peoria, Arizona, I now reside in Southeast Iowa with my loving husband and our loyal German Shepherd. During my free time, I find solace and pleasure in the culinary arts. Cooking and baking are my passions, and I take great pride in creating delectable sweet treats and mouthwatering cheesecakes.