Experience

I started as an Execution Correction Clerk where I learned how trades get processed on the trading floor. I went on to be a Consulting Group Technical Analyst where I assisted financial consultants with trading and analyzing portfolios. Then in 2008, I came to DVI as a Portfolio Analyst and Trader where I use my skills to do equity and fixed income trading and prepare supporting materials for client meetings and reports.

Credentials

Series 7, 63, and 65

Education

Bachelor of Arts in Business Administration from Monmouth College; graduated in the Alpha Lambda Delta Honor Society.

What are the values that drive you in your professional and personal life?

I think quality is more important than quantity in most things professional and personal.

What is your favorite thing about DVI?

My favorite thing about DVI is the "small town" atmosphere which is different from other advisors.

What do you enjoy doing in your free time?

I enjoy spending time with family and friends, traveling and watching my kids' activities. Our new family hobby is camping so I enjoy that when the weather is nice!