I have been in the financial services industry for 23 years. I earned my Series 6 & 63, currently held with LPL Financial along with my NYS life/health licenses in 2004. Helping our clients work toward financial confidence is the primary reason I love my job. Working with employees and generating enthusiasm to notice financial guidance for members is rewarding. Cultivating relationships is my strong suit.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. The Summit Federal Credit Union and The Summit Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Summit Retirement & Investment Services, and may also be employees of The Summit Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Summit Federal Credit Union or The Summit Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.