I have worked in the financial industry since 2017. My roles have included Office Associate, Client Associate, and currently Branch Operations Manager. I joined InvestORION in April 2022 and support Mark Robbins by assisting with marketing and administration.
As Branch Operations Manager my responsibilities include providing exceptional customer service and assisting InvestORION clients. I not only enjoy connecting with clients, but continuously learning about the financial planning industry.
I grew up and currently reside in Bettendorf, Iowa. My son Jayden and I enjoy spending time together traveling, playing sports, and exploring the outdoors.