As the Office Operations Manager, I take pride in providing the best client experience along with superior support to the financial advisors and my team Robert Davenport, Ken O'Neil, Eric Poole, and Angela Zachman. While handling all aspects of the client's transition to KPP-LPL platforms, I also maintain and ensure that our branch operations are running smoothly from compliance, banking, on-boarding of new advisors and staff, along with helping to oversee all internal office and LPL procedures.
Education & Experience
I am a graduate of Brookstone Business College located in Charlotte North Carolina. I have 15 years of experience in the financial planning world. I have worked for H&R Block Financial Advisors, Raymond James and now my home here at Kentucky Planning Partners.
I have received awards and recognition for perfect attendance, compliance and most value player. I love spending time with my family and friends, being outside working in the yard and playing golf.