In my role as Investment Services Supervisor for Wescom Financial Services, I lead the way by providing key insights into development, implementation and review of our systems and procedures. Having passed the Series 24, I use my compliance knowledge to provide superior training opportunities to both new and seasoned representatives. I closely examines current operating systems and processes, constantly looking to create more efficient ways of conducting day to day business activities.I have been with Wescom Financial Services since February of 2019 and have been in the financial services industry for 9 years. I hold the FINRA 7, 66, and 24 registrations, as well as the CA Life and Health insurance licenses. I earned my Bachelor of Science degree in Psychology graduating Summa Cum Laude from Walden University. In my free time, I enjoy spending time with family, traveling, ballroom dancing, and let’s not forget football (GO CHIEFS!).* Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”), a registered broker-dealer (Member FINRA www.finra.org/SIPC www.sipc.org) and SEC Registered Investment Advisor. Products offered through CFS: 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. Investment Representatives are registered through CFS. Wescom Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. CA Insurance License #: 0B91956CFS representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional.