I have been with Winslow, Wood & Associates since 2008 and became a partner at the firm in 2024. I am a registered representative of Commonwealth Financial Network® and I hold my FINRA Series 7, 24, and 66 securities registrations. As a team with Marilyn and Sherri, I help to plan, develop, and organize a client’s financial plan and investment portfolio. In addition to meeting with clients as an advisor, I am also the practice manager and oversee day-to-day operations and personnel. 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 enjoying the every day blessings of life with family and friends, spending time outdoors and reading anything I can get my hands on.