PARA PLANNER & LICENSED ASSISTANT
P: (480) 998-4653 Ext. 14
I am a licensed assistant for Jacob Gold & Associates, Inc. with over 22 years experience in the financial services industry. My professional career has been wide-ranging, including positions on Nasdaq trading desks in New York, to working with the Director of the Utilities Division at the Arizona Corporation Commission. Regardless of the position, my focus has always been on helping others.
My primary responsibilities at Jacob Gold & Associates, Inc. include cash & securities management for all firm clients, as well as, provide excellent and thorough customer service.
I am a registered representative with Voya Financial Advisors, Inc., hold FINRA Series 7, 63, 66, 55 & 24 securities registrations and earned the designation of Financial Paraplanner Qualified Professional™.
The best part of working with clients: What we do is to help clients create a financial plan that fits them for the best possible future – to protect assets, grow investments and provide a retirement roadmap. Getting to know the clients and seeing the pieces fit together to ensure the best outcome for them is very fulfilling.
Hobbies outside of work: I love to scrapbook, play bunko and shop.
Favorite places to visit: I love hiking in Sedona. My dream vacation is castle hopping through Europe.
Something few people know about me: As a mother of twin boys, I have always held back my adventurous spirit. I intend to get my motorcycle license and purchase a Harley Davidson motorcycle. I cannot wait to see the expressions on my sons faces when I pull up on my Harley.