I joined UBS Financial Services and the Swiller Lederfine Wealth Management team in 2015. My primary focus when working with clients is to provide holistic financial planning services along with portfolio management to act as a road map in helping clients reach their goals and achieve financial freedom. I hold the Series 7 and 66 securities licenses along with licenses for life, accident, and health insurance and variable annuities.
Prior to joining UBS, I earned her bachelor’s degree in global business leadership from the College of Saint Benedict. In my free time I enjoy spending time with friends and family and can be found at the hockey rink in the winter and on the golf course in the summer.
