When did you join Raymond James?

December 7, 2016

Education:

Highland High School 1977, Some College

What does your role entail on a day-to-day basis?

Helping Clients, Answering phones, processing incoming & outgoing mail, issuing checks, etc.

What sets you apart from other professionals in a similar role?

I like to consider myself extremely outgoing and friendly.

What are your goals for your clients?

My goal is to make everyone feel comfortable to ask any questions that they have.

List two personality traits that your clients find valuable and explain why:

Outgoing- By engaging with clients and making them feel comfortable, I am able to gather a better understanding of their needs.

Detail Oriented- I am very meticulous is preparing paperwork and staying on top of tasks to ensure they are completed in a timely manner.

What attracted you to the investment services field and to Raymond James?

I have always been good with numbers and I love helping people.

Where are you originally from and where do you currently live?

Originally from Highland, IL. Currently live in Millstadt, IL.