I have been an integral part of the business for about three years, in which I have been educated on life insurance, retirement planning, 401(k) consultation, and few others (of the numerous) financial services that our full-service firm provides.
If I don’t know the answer to a question that someone may have for me, I have the ability to glean solutions from the 45 years of experience and knowledge my father has.
Often people think I’m too young to really understand the financial world and the vast array of issues or to be able to help. With the combination of my tenacity and my unquenchable thirst for knowledge, the fact of the matter is, you will be hard pressed to find someone with as much enthusiasm to help you in whatever way possible as me.
Specialties: Developing and maintaining strong business and personal relationships, 401(k) education, life insurance, retirement planning, public relations, business consultation, business succession planning, estate planning, trusts/wills, wealth management.
Being the daughter of the Managing Director of BTA Advisory Group, I have grown up working for the company since I was eleven. I never would have guessed that I would find myself so energized by the unique combination of qualities that BTA offers to their clients and their employees. My passion for helping people, math and puzzles fit the dynamic of the company so well that I couldn’t pass up the opportunity to become a part of the BTA family.