– Thomas Jefferson
I am a native Floridian. I moved to Central Florida in 1991 from South Florida. My dad was a financial planner so I was taught early on to be wise with your money. Never did I think I would end up in the industry but I’m so happy I did!
I graduated from UCF in 2000 with a degree in Health Administration. While in college, I took a job at a local brokerage company which sparked my interest in the finance industry. I started there doing admin and worked my way up. Once I graduated, I got my Series 7 & 24. I worked in the brokerage department for 5 years before deciding to make a somewhat career change. I took a position with a payroll services company as an outside sales representative. While in this roll, I got married and had 2 children. I was with the company for 7 years before I decided to stay home with my children. They are now 13 and 11 so I decided I wanted to get back in it!
After being home for 11 years, I wasn’t sure where to begin. I was lucky enough to get connected with Mosaic Wealth Management Group, and the rest is history! I really enjoy my time working with our clients as part of the Client Experience Team. When I’m not at Mosaic, I spend my time being super mom at my kids baseball and lacrosse tournaments all over the state of Florida, or at the beach!