Penny joined UBS Financial Services in 2003, with prior experience in the financial and insurance services industry.  Her career is focused on providing a high level of service for our clients and utilizing resources to proactively and efficiently provide solutions to complex financial processes.  She also servies in a leadership role as our Branch Technology Liaison providing support, communication, and training to branch staff.  She earned her B.S. in Economics from Metropolitan State University and holds the Series 7, 9/10, 24, and 66 FINRA liceneses.

Penny is a Minnesota native and lives in Crystal with her husband.  She is an avid motorcyclist and enjoys long road trips out west, walks and spending time at their hobby farm in Northern Minnesota.

Registered States:
AZ, CA, FL, MN, NE, NV, NY, TX, WI