I joined the iWealth team in 2008 and currently reside in Manteca, CA with my husband Michael and our three children. I am a graduate of the University of Mary in Bismarck, ND and currently hold my Series 7 and 63 Securities Licenses through LPL Financial. As a licensed client service assistant, I am available to assist with client inquiries, account openings, transfers, and closures, processing of client documentation and ensuring it is complete and accurate. I am also available to assist with the execution of trades and transactions.
