What are your job duties?
My job duties range from completing the morning alerts every day to working on client paperwork for RMDs, Roth conversions and model changes, to assisting with servicing the annuity accounts.
Can you briefly outline your career prior to arriving at Modern Wealth Management?
I worked for recruiting firms in the health care IT and engineering sectors.
What is your favorite thing about working at Modern Wealth?
I really enjoy the small business and family atmosphere that we provide for our staff and our clients as well.
What appealed to you about working at Modern Wealth?
Being able to help people in a way that helps them feel more secure about their future.
How has working at Modern Wealth helped fulfill your life?
Working at Modern Wealth shown me that it is possible to work hard, do a good job, and have a great work-life balance
What’s the most important thing in your life?
Spending time with loved ones and family.
What’s your favorite thing to do with your family?
Spending holidays together where the whole family can be in town.
What are some of your favorite hobbies?
Record, cassette, and movie collecting. I also enjoy going to concerts, bowling, surfing, and working on cars.
What is a fun fact about yourself that people might be surprised to learn about you? If you can’t think of a fun fact, tell me your favorite movie or restaurant.
I am an avid heavy metal fan and will take almost any opportunity to see live music.I enjoy almost any movie. One of my top movies is Moon.
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