I am a Private Client Investment Associate with J.P. Morgan Wealth Management. As a Private Client Investment Associate, I help clients and their families plan and invest to reach their goals. I have over 17 years of experience in financial services. Prior to this role, I was a Senior Registered Client Service Associate at Raymond James. I joined J.P. Morgan in 2022. I hold the required FINRA Series 7, 9, 10, and 66, life & health insurance licenses and do business with residents of Alaska, Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, and Wyoming.I graduated from University of Houston-Victoria with a Bachelor of Business Arts degree in Finance. I am located in Richmond, Texas.I can help with your many financial needs, including: • Creating a strategy to reach your financial goals • Checking in on your investment portfolio • Managing through life changes • Diversifying your portfolio • Balancing many goals, such as retirement and education.
