As team leader, wealth support, I provide leadership to the Mutual Funds support teams who assist our Wealth Specialists and specialize in Compliance. I have been with the Credit Union systems for over 17 years in various roles, all specializing in wealth. I am passionate and proud to be a part of an organization who help clients move through life’s transitions and achieve their financial goals. Outside of work, I enjoy spending time with my son and I’m an avid outdoor enthusiast. 

Mutual funds are offered through Credential Asset Management Inc.