Meet the Team
Every day, across America, people turn to Cetera financial advisors to help them plan for future goals, manage their assets, provide retirement planning to their employees—in general, to lay the foundation for a better tomorrow.
We support those professionals, ensuring they have the objective information, regulatory guidance, and tools and resources they need to deliver financial advice that helps their clients pursue their dreams for the future.
Find out more about how our team is empowering
independent financial advice by clicking on the bios below.
Team Cetera since: 2015
Favorite Thing About Working at Cetera: I like that every day presents a new challenge or change. I also love working with my team.
Motivation in Serving Financial Professionals: Trying to help people remove stressors from their lives.
What “More” Means to Her: I believe that we just have one opportunity to enjoy our lives and enrich those around us. More to me means fostering relationships, exploring new things, and trying to leave the earth in better shape than we found it so it can continue to inspire.
Greatest Inspiration: My mom.
Desired Super Power: I would definitely go aqua-themed. Maybe the ability to hold my breath and grow some flippers—casually…
Favorite Place in the World: The beach (preferably eating tacos).
Three Fantasy Dinner Party Guests: Lewis and Clark (whichever is the better conversationalist), Macklemore, and my best friend Taylor.
Team Cetera Since: 2013
Favorite Thing About Working at Cetera: Easily the greatest thing about working at Cetera is the people you get to work with on a daily basis, whether it’s the advisor, their assistants, or anyone in their back-office locations. All of my coworkers are supremely helpful, even if I’m asking them about something that may not be their item to handle. It also doesn’t hurt to have a generous PTO offering!
Motivation in Serving Financial Professionals: I actually began my career in the financial industry as an advisor, so I know how hard it is for the advisor and their teams to do what they do on a day-to-day basis. My goal is to make everything as easy on them as I possibly can to assist in helping them service their clients. The less they have to think about the back office, the better!
What “More” Means to Him: I’m the same as many other people—my family and health are the most important things to me. Cetera does a great job of being flexible with a great PTO package to help balance the work/life ideal. Management is great about urging you not to leave time behind to promote that. Those factors combine to being able to spend time with family or take some time for yourself as needed.
Greatest Inspiration: My wife. Since the time we’ve started dating, she’s pushed me to be the best person I can be in every way possible.
Desired Super Power: The power to manipulate time would be the most useful!
Favorite Place in the World: My favorite place to visit thus far has been Zion National Park in southern Utah. Quite possibly one of the prettiest places on the planet.
Three Fantasy Dinner Party Guests: Jackie Robinson, Warren Buffett, and George Washington.
Team Cetera Since: 2015. I was with Cetera for five years, from 1999 to 2004, and then returned in 2015. Upon my return, it truly felt like a family reunion because so many of the same people were still here. I share this story often, as it speaks to the strong culture and amazing people who choose to work here. We’re not just coworkers—we are family!
Favorite Thing About Working at Cetera: The people and passion demonstrated, each and every day, to support or programs, advisors, and their clients
Motivation in Serving Financial Professionals: It’s about going beyond ourselves and serving the greater community of our advisors, who in turn, serve their clients to help them achieve their financial goals.
What “More” Means to Her: To me, “more” is about family, friendships, and making a positive difference in the world. One of my favorite quotes is, “Be the change you want to see in the world” by Mahatma Gandhi.
Greatest Inspiration: My mom. She was an independent woman who overcame major obstacles during her life, taught us to treat others as we would want to be treated, as well as the importance of always putting family first.
Desired Super Power: The power to cure cancer, as many of my family and friends have been affected by this terrible disease.
Favorite Place in the World: Marco Island, Florida—I love the beaches and watching the dolphins play in their natural environment.
Three Fantasy Dinner Party Guests: Patanjali, who wrote the Yoga Sutras; my maternal grandfather, who died before I was born, at the young age of 46; and Chris Evert, a world #1 tennis player who inspired me to start playing the game in middle school, into high school and beyond!
Team Cetera Since: 2007
Favorite Thing About Working at Cetera: I love the culture here. The people I have worked with over the past 12 years have helped shape my career to where I am today and for that, I’m extremely grateful.
Motivation in Serving Financial Professionals: Building rapport with offices—understanding how their office functions and serving their operational needs allows you to feel like part of their office.
What “More” Means to Her: More to me means being able to tell a financial professional that their item can be processed or at least understanding why it cannot. It’s a financial professional calling me to say, “Thank you for going the extra mile” or even to give accolades for one of my team members. Knowing that I have another satisfied customer means more to me.
Greatest Inspiration: Michelle Obama
Desired Super Power: Run at super high speed
Favorite Place in the World: London
Three Fantasy Dinner Party Guests: My mom, and Barack and Michelle Obam