I worked with Merrill Lynch for 14 years as an administrative assistant. While there, I earned my Series 7 and Series 66 certifications, which allowed me to move up to a more significant role with the firm. I joined George McKelvey Co. in 2013 as both an investment advisor and an assistant. My function here is unique in that I am able to develop financial strategies directly with clients, while also supporting our other advisors.
I live in Brick Township with my husband, James, and our daughter, Jamie. We enjoy going to the beach, traveling and taking our daughter on adventures near and far.
Why George McKelvey Co.?
The entire team here at George McKelvey Co. is firmly committed to client service and invested in helping our clients define and achieve their financial goals.
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