I am the operations minion who provides support for 1 North Wealth’s compliance, trading, and technology endeavors. I primarily ensure our team plays by the regulatory rules that govern the finance industry and I believe having a smooth back office is paramount in providing our clients with the best possible service.
Prior to joining the team at 1 North Wealth in 2011, I spent several years as a special events planner where I helped my clients envision, design, and execute their special events (mostly weddings). I have a passion for detail, structure, and planning, all which apply to my work today.
I live in Severna Park with my husband, Brendan, and our neurotic rescue, Willow, and I fully expect my penchant for rules and structure will be greatly challenged upon the arrival of our first born, Ruby, in May 2018.
I hold a BA in business administration from Widener University and have a Series 65 license to qualify as a Registered Investment Advisor Representative.