I have been in client services for over 25 years: Majority of my experience came from working as an Executive/Operations Assistant for Financial Planners since 2000. I worked with one adviser for over 10 years, until she retired and sold her practice. The business was primarily portfolio management, retirement planning, 401k’s and some alternative investments. She was her own RIA and our broker/dealer was Western International Securities. Fidelity and NFS were custodians that I worked with regularly. After that I worked for an agent with New York Life that did majority of her business in Life, Annuities, Long Term Care and Mutual Fund Accounts.
On a personal note: I’m originally from Cleveland Ohio, (Go Indians!) but have been living in San Diego since 1991. My passions are: Spending time with my son, my family and fundraising for various charities.
Since my start with Plan for Tomorrow in September 2015, I’m excited about this chapter in my career and feel that there is a lot to look forward to as Gary’s assistant. My hope is to have a long relationship working with Gary and Lincoln Financial Advisers and serving our wonderful clients.