Operations and Compliance Manager
I have worked in the banking/finance world for 16 years, with a majority of that time spent in lending. I decided it was time for a new adventure in the world of financial planning. I’ve known and respected my friends at Markle Financial for years, so it was a great opportunity to join the team! I’ve learned that money and the finance world can be big and scary to many people, so I have taken an approach of being the expert so my members or clients don’t need to. I have a take charge attitude, and organization and project management are two of my favorite things. Closest to my heart is helping others succeed either personally or professionally, and I LOVE helping people find creative solutions to problems.