I was born and raised in southeast Iowa, and live on a small farm with my husband and 2 children. In my free time I enjoy spending time with family and friends. I have experience in bookkeeping and have been with LPL since 2023. I work directly with Nathan, Anthony, and clients as dedicated support.
I help with tasks such as:
Prepare and process new account paperwork
Oversee reporting, maintenance, transfers, cash management of existing accounts, and RMDs
Help clients with the setup and questions surrounding the AccountView tool
Schedule appointments, maintain client correspondence, and assist in meeting preparation