I am originally from the Lehigh Valley. I started in the financial industry as a Bank Teller and then with a small regional firm, Gruntal & Co in 1983. I spent 8 years there as the operations manager, learning both the operations and investment side of the business.
In 1991, I accepted a position with Dean Witter Reynolds as a Client Service Associate and witnessed all the evolutions of the company to become the current Morgan Stanley. Along the way I obtained the necessary licenses, including the Series 7, 63, and 66, to become fully licensed with the SEC.
I believe my role is to be the client advocate. Whether it be executing a trade or a clerical request I am here to assist.
I live in Blandon PA, with my husband Kurt. We are a blended family with a total of 7 children, a son-in-law, 3 daughters-in-law, 5 grandsons and one princess granddaughter! So, our spare time is at a premium but being a part of their lives is just priceless!