OFFICE MANAGER & LICENSED ASSISTANT
P: (480) 998-4653 Ext. 11
I have worked directly for Jacob Gold for over 13 years and currently serve as the Office Manager of Jacob Gold & Associates, Inc. I am responsible for scheduling all appointments for the firm, managing compliance, maintaining client files and organizing client events.
I am a registered representative with Voya Financial Advisors, Inc. and hold FINRA Series 6 & 63 securities registrations.
The best part of working with clients: Being a part of each client's journey, as they navigate and work towards retirement. It’s exciting to see them reach the ultimate goal.
Hobbies outside of work: Walking, reading, spending time with family.
Favorite places to visit: I really enjoy visiting Greer and Oceanside.
Something few people know about me: I have been a member of Beta Sigma Phi Sorority since 1988.