As Pacific Wealth Management’s operations manager, I am responsible for overseeing our business operations and compliance while also providing general service to our clients. I have extensive experience in the RIA space and pride myself on staying up-to-date with our technology and general firm practices to ensure we continuously provide the highest level of service to our clients.
I was born and raised in Massachusetts and obtained my bachelor’s degree from the University of New Hampshire. Additionally, I hold the FINRA Series 65 Uniform Investment Advisor license. When I’m not in the office, I enjoy traveling and spending time with my husband and two kids.
