SENIOR REGISTERED ACCOUNT ADMINISTRATOR
- 20+ years investment experience
- BA, Political Science and Business Administration- Ramapo College of New Jersey
- Affilliated with Wells Fargo Advisors Financial Network since April, 2016
- Formerly Portfolio Associate with Morgan Stanley, Senior Registered Client Service Associate with Merrill Lynch, Sales Assistant with AG Edwards and Sales Assistant with Edward Jones
- Series 7, 31, 63, 66 registrations
I was born and raised in the beautiful state of New Jersey. As a kid growing up, I was always outdoors. I played softball throughout my youth and acquired my love of gardening and flowers from my dad. I earned my Bachelor of Arts Degree in Political Science and Business Administration from Ramapo College of New Jersey. After graduating, I took a position with an upstart airline which led to my move to California at the age of 24. It was a great change from the snow and the cold but I always thought that I would return to my family and friends back home. That all changed when I met my future husband Rick. We married and had two daughters, Caitlin and Stevie and I never moved back to N.J.
I began my career in the financial services industry in 1995 while living in Lake Tahoe. We moved to Thousand Oaks in 1998 where we raised our children, and still reside with our dog Stella. I spent the bulk of my career with Morgan Stanley where I earned my securities registrations and insurance license. I have worked with Matt Morrison for the past 11 years, servicing our clients’ needs and establishing solid, trusted relationships. We joined Westlake Private Wealth Management in 2016 and we love being a part of a small office. I really enjoy the personal relationships we build with our clients, getting to know their families and their interests.
In my spare time, I like to garden, hike, and read. I enjoy walking my dog and spending time with my family and friends. I have recently taken up the sport of pickleball and play a few times a week. I also am a football fan and still root for my NY Giants!