LOTUS ADVISORS - Key Persons
I have been Kathy and Julie's assistant since 2019. My roles in the office include providing service to clients and administrative support. I currently hold my Series 6 and 63 registrations through LPL Financial.
I believe that helping you pursue your goals goes beyond offering various investment products. It involves understanding your objectives, needs and personal values. It's...
I've been helping people with plans for retiring, college for their kids and protecting their families with insurance since 1997. The biggest challenge for me was when my Dad got cancer, and later on dementia. I saw how my Mom struggled with doctor's appointments, daily care for my Dad and upkeep of their home. After he died she now faces the challenges of loneliness and ongoing home upkeep. My goal is to help others plan for, and deal with, the unexpected, knowing they will be okay if things don't turn out as planned.
As the newest member of Lotus Advisors, I look forward to building relationships with clients and supporting the advisors as they help people pursue their financial goals. I am currently working towards obtaining my Series 7 registration.