I launched my career in Wealth Management following a presentation in one of my college courses by a financial advisor. In that presentation, I learned how the advisor was able to help families plan for their future and help them navigate life’s financial challenges. I was hooked. I knew exactly what I was going to do for the rest of my career.To that end, I have served in a variety of roles helping clients plan and prepare for their dreams. The roles ranged from financial advisor for a brokerage firm, a private banker, a portfolio manager, a market leader and a regional sales manager, while working at two banks. I have always embraced change and innovation and continue to hone my coaching, mentoring and leadership skills. Since joining Copper Financial, I have had the privilege of leading our advisors and tasked with helping to create, define our unique client experience. My current role as National Sales Manager represents a culmination of past roles and experiences. It affords me the opportunity to lead and coach our advisors in guiding their clients through life’s financial challenges. Fortunately, Copper Financial is extremely supportive of my desire to be an active member of the community. In addition to supporting time away from the office to serve these organizations, they are also financially supportive. I am on the board of HNC Living. Past board positions include KCPT, Allied Arts in St. Joseph, American Red Cross – St. Joseph.Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser. Products offered through CuFi: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union.
Listed skills include Investments, Private Banking, Trust Services, Asset Managment, and 32 others.
