After growing up and attending college in Colorado, I moved to Punta Gorda, Florida in 2009 to be closer to my family whom I enjoy spending most of my time with.
I spent more than six years in management with Wells Fargo before joining Landsberg Bennett in 2018. As a manager, I developed employees, lead the compliance field, exceeded goals in sales and customer service. The position presented many challenges, for which I am thankful to have successfully overcome. My experience in banking in those years allowed me to discover my enjoyment of building relationships with clients while assisting them to reach their financial goals.
I have a bachelor’s degree in Business Management and Administration. In addition to completing my degree, I aim to earn my financial planner certification and become a Certified Financial Planner. Finance careers run in my family to some extent. Both of my sisters work for major financial services companies and my uncle owns an investment firm in Arizona. My parents are the exception; they own their own businesses in other fields.
What drew me to Landsberg Bennett?
I met Michael and Lew when I first moved to the area. It is the principles they represent for our clients and the team of people who stand behind them that drew me to the company. Once I met the rest of the team, it sealed my decision to seize the opportunity to join Landsberg Bennett. My lifestyle very much matches that of the Landsberg Bennett environment and I enjoy being able to give my attention and energy to each one of our clients.
Outside of work, I have a passion for the outdoors and spending time with loved ones. I enjoy tennis, going to the beach, boating, and running.