As part of GenFinity Wealth Management, I wear multiple hats while being centrally focused with the operations of the firm. Whether it’s helping to prep for upcoming client meetings, cultivating client relationships, or working closely with our compliance office, I will provide the service that you will learn to expect when working with our firm. I have been in the financial services industry since 1993, and have been associated with LPL since 1994. In the ever changing financial environment I believe hard work, attention to detail, and staying at the front in the advancing world of technology is critical to fulfilling out our mission.
I’ve been involved in various community and church organizations including, Melanoma Miles for Mike, Alzheimers Association, St. Francis Borgia Church Pastoral Council, Maintenance Committee, Finance Committee, SFBRHSAA, and SFB Grade School.
I reside in Washington with my husband Charlie and have two grown children Ryan, wife Dawn and Nikki, husband Tim Larrison, 5 Grandchildren, Andrew, Henry, Will, Eva and Logan. While I’m not at work, I enjoy spending time with family and friends, gardening, sports and time outdoors.
I can be reached by email at firstname.lastname@example.org or phone 636.489.0821.