After dedicating several years to raising my children, I began my banking career in 2007 as a personal banker at M&I Bank. I quickly developed a passion for the industry and for building lasting client relationships. Over the years, I’ve had the privilege of working with exceptional mentors at United Capital and Goldman Sachs, which has greatly shaped my career and helped me grow professionally.
In February of 2024, I joined The Strategic Wealth Group at Meridian Wealth Management, LLC as a Relationship Manager. Here I work alongside David Lundgren and our talented wealth management team to support his vision and provide continuity for our clients. This new chapter presents an exciting opportunity for me to apply my experience while learning from a team that shares my commitment to delivering exceptional service. I’m eager to contribute to the team’s continued success, help expand the organization’s reach and deepen relationships with our clients. I’m particularly motivated by the chance to bring a personal touch to our work and ensure every client feels valued and understood.
Originally from Northern Kentucky, I moved to Arizona in 1996, and since then, it has become home. Outside of my career, I treasure the time spent with my three amazing daughters, two son-in-laws, and my role as a proud GiGi to my granddaughter. Fitness plays a big part in my life, and I stay motivated through my Peloton workouts and running. Volunteering at Phoenix Children’s Hospital allows me to give back to the community I love, and I also cherish moments of relaxation, like hiking at sunrise with my dog, Charli, while taking in the stunning Arizona landscape.
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