Regional President

• Mar 2022 - Present

Helping get more women into golf, one group lesson at a time. Come wine and nine with us! https://ladiesexecutivegolfsociety.com/page-18150 Helping get more women into golf, one group lesson at a time. Come wine and nine with us! https://ladiesexecutivegolfsociety.com/page-18150

Rotary Club of Delray Beach

• Mar 2021 - Present

Currently serving on the board as our Youth Services Coordinator as liaison between Atlantic High School and our club; hosting one chosen Student and Teacher of the Month to be honored our club meeting. Currently serving on the board as our Youth Services Coordinator as liaison between Atlantic High School and our club; hosting one chosen Student and Teacher of the Month to be honored our club meeting.

Member

• Jan 2021 - Present

As a member of the Boca Chamber, I am able to make a positive impact while getting to know Boca professionals, businesses and the surrounding areas. I enjoy lending a hand in certain aspects of the community, such as education, public affairs, and economic development all the while creating alliances with other professional community members. As a member of the Boca Chamber, I am able to make a positive impact while getting to know Boca professionals, businesses and the surrounding areas. I enjoy lending a hand in certain aspects of the community, such as education, public affairs, and economic development all the while creating alliances with other professional community members.

Financial Advisor

• Nov 2020 - Present

I've been with Raymond James since 2015, starting in Jacksonville FL and now in Boca Raton. I have a passion for helping others and breaking down the intimidating wall of personal and business finances. Disclosures: Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Show less

Financial Advisor

• Feb 2018 - Sep 2020

Beachside Wealth Partners, formerly known as Mary Carter Financial Services.www.beachsidewealth.comSecurities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Beachside Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. For more important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Show less

Client Services Manager

• Sep 2015 - Feb 2018

Client Services Manager, Beachside Wealth PartnersRegistered Representative, Raymond James Financial ServicesAs a Client Services Manager, I gained first-hand experience assisting with client’s customized financial plans based on their individual needs and goals. This provided me with the opportunity to build long-lasting relationships with our clients and help them address concerns they may not yet be aware of. I also had the ability, when appropriate, to coordinate with their CPAs and/or Attorneys to service their financial plan with a holistic approach. During my time as a Client Services Manager, I worked in coordination with our team of advisors to enhance current business processes and successfully obtain my Series 7 and 66 securities licenses. I also got exposure to both service and review various retirement plans (such as SIMPLE IRAs, SEPs, 401k, Cash Balance, Profit Sharing, etc.). This allowed me to communicate with Retirement Plan Sponsors and Participants to help them work towards their retirement planning goals. Show less

Director of Professional Development

• Jul 2020 - Aug 2020

As the Director of Professional Development, I was provided with the opportunity to schedule successful community and thought leaders to speak to our members, as well as highlight the expertise of our own members during certain meetings. In addition to scheduling great speakers, I also helped coordinate our mentorship program with the Ponte Vedra Beach Rotary Club, pairing more than 20 mentors and mentees. Lastly, I was able to plan and execute networking events for our members to get to know each other on a professional level, in addition to personally. It was an honor to serve in this position (next to motivated young leaders) before moving to South Florida! Show less

Member

• Dec 2017 - Aug 2020

Beaches Rotaract participates in multiple volunteer opportunities throughout the Atlantic, Neptune, Jacksonville, and Ponte Vedra Beaches areas. https://www.beachesrotaract.org/

Vice President

• Jul 2019 - Jul 2020

As the 2019-2020 Vice President, I have been provided with the great opportunity to serve next to and assist the President, as well as directly oversee all six of our club's committee chairs. In this leadership role, I am able to take initiative utilizing my problem-solving skills to strengthen the club's value to both our members and the community.

Secretary

• Jul 2018 - Jun 2019

As the 2018-2019 Beaches Rotaract Secretary, I am provided with the leading opportunity to perform various administrative duties which enable the club and it's members to function effectively. My organization and communication skills help support each of our committee's and their directors when needed, as well as monthly during the club's board meeting.

Server

• Jan 2015 - Jan 2016