Practice Manager | [email protected]
I have been with Winslow, Wood & Associates since 2008. I’m a registered representative and practice manager for the firm. I hold my FINRA Series 7, 24, and 66 securities registrations. As a team with Marilyn and Sherri, I help to plan, imagine, develop, and organize a client’s financial plan and investment portfolio. I oversee day-to-day operations, personnel, and training programs. I believe that everyone should have the ability to build a life of financial independence and consider the best part of my job to be witnessing those goals come to life. In my free time, you can find me at home enjoying life with my son, family, and friends. I enjoy getting outdoors, baseball games, and reading anything I can get my hands on.