I have been apart of Stone Consulting Group since 2021. My role as a Client Services Associate is an integral part of the overall SCG client experience. I work directly with clients for account and policy servicing, gathering financial planning documents and submitting financial plans to the broker dealer for completion. In addition, I am the primary communicator with insurance vendors for processing and placement of Life Insurance policies. I am enthusiastic in my pursuit of learning the financial industry, and I hope to one day be a Financial Planner.
- Bachelors of Science, Business Administration, Chico State University