I support our growth across the country by facilitating and advancing business development activities that are identified from consulting with accounting firms, law offices, P&C agencies and credit unions regarding integration of financial services into their business models. Our exceptional ability to implement a successful co-sourcing model allows IFP advisors the opportunity to grow their personal business while enabling our partners to increase revenues.
Our Success is strengthened by this team approach, which allows our clients to plan for their financial independence with more confidence and helps us to build a solid, competent and collaborative network of advisors.
My professional background instilled a passion for customer service and retention dating back to my early days at JPMorgan Chase where I was a Vice President in the Personal Financial Services division. In that role, I had the distinct pleasure of working with many elite business owners, CEO’s and affluent individuals. On a personal note, I grew up in the CPA world with my father and am now proudly watching my son embrace the industry. Working with CPAs over many years has provided me with an in-depth knowledge of not only the daily challenges they face now but also insights into those they will likely encounter in the future. The Professional Partners Program provides me with the opportunity to continue to develop and strengthen long-term relationships with both my previous clients and our broad network of advisors.
Rounding out my life finds me spending time with my three sons, playing golf and tennis, skiing and traveling. I also participated in the women’s masters division at the Head of the Charles in the fall of 2017!
The secret of success is to do the common thing uncommonly well. – John D. Rockefeller Jr.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, WV, WY
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