Every day I work with teammates and advisors to find the best ways to help Power Their Success in a compliant manner. Understanding our advisors and what they need to achieve their definition of success is what Mutual Compliance is all about.
I Power Success through being collaborative with teammates and advisors to ensure we understand what advisors need, providing the knowledge and framework to succeed. We all collaborate to build a comprehensive compliance culture at Mutual.
Outside Mutual I enjoy spending time with my family and friends, while also curating a “home zoo” (3 cats, 1 dog, 2 guinea pigs and a myriad of fish). When not tending to the flock I spend my time reading, cooking, and playing games of all variety.
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