Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Investments

Paducah, KY

August 1998 - Present

Invest Financial Corporation

Invest Manager

April 1984 - August 1998

Accomplishments

  • 2002 Top 25 Most Influential Women of Western Kentucky - Lourdes Medical Pavilion
  • Named Outstanding Bank Representative 1994 by Bank Representative Magazine

Education

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • MBA, Graduate Degree in Business Administration, Murray State University
  • Outstanding Senior in Economics, Murray State University
  • Bachelor Degree in Economics, Murray State University

Licenses

  • Series 7, General Securities Representative
  • Series 24, General Securities Principal
  • Series 63, Uniform Securities State Agent
  • Life and Health Insurance licenses

Personal & Community

  • Treasurer, St. Paul Lutheran Church, Paducah Kentucky
  • Member, Rotary Club of Paducah, Kentucky

Registered States:

AK, FL, GA, IL, IN, KS, KY, MI, MO, SC, TN, TX, UT