I was born and raised in Maryland and currently reside on Kent Island. I love being surrounded by the water and away from the hustle and bustle of the city. My son, Sam, and my hubby, Luke, are my life. My evenings and weekends belong to them and spending as much time together as possible. Our favorite things to do are going out on the boat, going to the beach, laying out by the pool and movie nights. I guess you can say that summertime is our season of choice. We have also been spending a lot of time transforming our house into a home. I have always loved interior design and have really enjoyed getting my hands dirty and being able to put my artistic side to use. Health and fitness have also become a big part of my life as I enjoy going to the gym, taking my son for walks and prepping meals to assist with my mom-on-the-go lifestyle.
I obtained my bachelor’s degree in business with a minor in accounting in 2010. Throughout high school and college, I always had a job and prided myself on working hard and never expecting anything to be handed to me. During college and prior to joining Potomac, I worked for a local law firm for ten years. I always enjoyed working for a small office and the intimate interactions with coworkers and clients. I’ve never wanted to be just a number amongst many. When the time came for me to seek new opportunities for myself, I knew that was one thing I needed to consider.
What initially drew me to Potomac were the people and their passion for what they do. This has held to be true with my time here. To me, family is #1, and Potomac holds the same values a family does; a support system for each other and our clients to achieve a shared goal: Success. As Operations Associate, I am a key contact for client service needs for our advisors. I also assist in managing Potomac’s back office operations, including trade support, account processing and compliance.