I have worked in the practice since 2005. I have many years of industry experience with several broker/dealers. I work closely with the private client group, and will assist you with your requests and questions. I ensure that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with your decisions. I am a notary public.
I have worked in the practice since 2001, after spending over 12 years working as Controller in the real estate industry. My responsibilities include managing all financial reporting, compliance documentation, and overseeing the day to day operations of the practice. I hold a BA in Business Administration from the University of Mary Washington. I am a notary public.
I began with the practice as a Planning Assistant in 2012. I have a Business Administration degree and a strong math background. Currently, I am assisting with client service and day to day administrative duties, including client correspondence and records management. I plan to become licensed in the first half of 2013 and I look forward to assisting you with any questions or requests.
I started with the practice in April 2015. I have been with Ameriprise Financial since 2007. My duties include scheduling meetings, preparing presentations, client communications, processing and tracking new business. I also assist with our 401(k) clients providing client service and support.
I started with the practice in November 2015. Connecting individuals, organizations and businesses both to the firm and to each other is a major portion of my responsibilities. I am out in the community meeting people, planning events and serving the non-profits we are involved with. I make sure Whitlock Wealth Management is in the forefront of community stewardship, financial education and accessibility to resources.
I have been with firm since 2017 after serving several years in both politics and nonprofits. Leveraging my skill sets from my past opportunities, I work with our clients to find the solutions they need to reach the goals they want to achieve. I work on financial planning, asset management and retirement plan strategies with our clients.