Background
I started my professional career in banking, learning about all aspects of finance. I was especially interested in investments and earned my securities license shortly thereafter. After many years of working at a small community bank and then being blessed to stay home for a few years to nurture my two children, I joined Allegacy Wealth Management in December 2011. I have worked with Tracy Duncan and Sam Critz as their Registered Financial Assistant since that time. I hold Series 7, Series 63, Series 65 licenses through LPL Financial and Life Insurance licenses.
With this licensure and over 25 years of experience, I contribute to our team’s ability to provide thoughtful, high-level client service and financial planning. We have encountered many financial situations and understand that every individual is unique, and our philosophy is relationship centered.
In my personal life, I have been happily married to my high school sweetheart Doug since 1997 and we are the proud parents to Jake and Delana. I enjoy attending church, volunteering in the children's ministry, baking, cooking, watching and attending both football games and wrestling matches.
Why Allegacy
I chose to work at Allegacy because our culture allows us to make a positive difference in our members’ lives. Our team genuinely cares about our clients, and we are truly focused on the financial success of who we help.
What does client service mean to you?
Client Service means striving to make every interaction a positive, stress-free encounter, being transparent and communicative, anticipating any obstacles that may occur when a situation may prove challenging and having a process in place to avoid or prepare for them. Taking ownership when those challenges occur and being an advocate for our client until resolution.
Contact
336-794-1694