At V Wealth Management we don’t take our fiduciary duty to you lightly. My job is to make sure we are minimizing risks while maximizing our firm’s fiduciary duty and service to our clients.
Along with the standard FINRA licenses Series 7 and 66, I hold a Series 24 license which provides knowledge needed to perform the critical functions of a principal of a general securities broker-dealer. My goal is communicating these regulations articulately and in readily understandable language to our employees.
I bring two decades of experience in private banking and investment management services and compliance to V Wealth Management. In addition to my licenses, my formal education includes a Master of Business Administration from Wichita State University and Bachelor of Business from Bethel College.
When away from the office I have served the community in positions at local non-profit boards and volunteer organizations. For more personal time, you will find my husband and I on the golf course, supporting the kids and their activities, or me enjoying time playing the piano!