Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Advisory services offered through Gladstone Institutional Advisory, LLC, a registered investment adviser. Peak Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with Peak Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Advisory services offered through Gladstone Institutional Advisory, LLC, a registered investment adviser. Peak Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with Peak Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Being part of the team at Envestnet was an incredible part of my career. They are a fantastic company doing fantastic things for financial advisors and their clients. As part of the product team, we were responsible for the improvement and maintenance of our wealth management platform that enabled our advisor-users to deliver financial wellness to their clients. During my time, my areas of focus were product research and financial planning, including the integration of MoneyGuidePro. Through strategic initiatives and client feedback, I created and prioritized projects and coordinated with our development, compliance, and legal teams as well as our integrated partners to deliver the most comprehensive advisor experience in the industry!

My duty as Supervisory Officer was the regulatory oversight of a market comprised of seven branch offices with over $10 billion in assets under management. I saw myself as a partner with our financial advisors and reviewed sales practices, conducted account surveillance, communicated regulatory changes, and provided on-site review of both physical and digital marketing programs.

As a Wealth Management Analyst, my role was to be the team's point person for all financial planning, portfolio design, trading, product research and maintaining our Customer-Relationship Management (CRM) system. Our team managed wealth for over 250 families and all team members were responsible for maintaining personal relationships and providing platinum-level service to our clients.

As a Client Service Associate, I supported multiple teams of advisors and was the primary client contact for service issues, administrative requests, scheduling and client events. This part of my career was invaluable in learning to develop client relationships, multitask and manage both transactional and advisory books of business.