As the Operations Manager and client coordinator or some like to say COO, I take pride in providing the best client experience along with superior support to the financial advisor's and my team Robert Davenport, Ken O'Neil, Eric Poole, Angela Zachman and Marty Walthers. 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 advisor's 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 20 years of experience in the financial planning world. I have worked for H&R Block Financial Advisor's, 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.