Director, Financial Planning
Appleton (Appointment Only)
About Financial Advisor
- Joined Edelman Financial Engines in 2019. Began her career in the financial services industry in 2008.
- Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA.
- Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s).
- Bachelors in Business Administration from Drexel University.
- Married to Bradley. They have an Australian Shepherd named Murphy and she enjoys reading, walking dog and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.