As Chief Operating Officer, I work diligently across our practice to bring our team’s vision and core values to life. I oversees all WSP’s operations, including compliance procedures, marketing, and organizational processes that support the practice’s growth. I work closely with the team’s financial advisors and leaders to ensure the operational excellence and superior client experience for which WSP has proudly become known.Before joining WSP in 2014, I served in multiple positions at Raymond James’ headquarters in St. Petersburg, Florida. I hold FINRA Series 7, 24, 53, 63, and 65 licenses.Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.  ] For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Please visit our website https://www.raymondjames.com/wealthstrategiespartners/or contact me to learn more about Wealth Strategies Partners.

As transition consultant, I researched, interpreted, and translated regulatory (FINRA and SEC) rules and regulations for clients and staff. I also supervised communications with the public in an effort to comply with industry guidelines.Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $725 billion as of 12/31/2018. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. 5500 Maryland Way, Brentwood, TN,  37027  615-457-3481. Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Manager of a $10 Billion fee based program.

Certifications: Series 7, 24, 53,63, and 65Researches, interprets, and translates regulatory (FINRA and SEC) rules and regulations for clients and staff. Supervises communications with the public in an effort to comply with industry guidelines