Meet Yvonne


Our Director of Client Services, Registered Administrative Assistant, Yvonne is passionate about getting to know clients personally and building close relationships with them. Her priority is to understand their financial goals and then try to help them in any way possible. Success for Yvonne is to know we have provided clients with financial confidence so they can truly enjoy the other areas of their life.

Yvonne started in the investment business in 1990 and completed the Certified Financial Paraplanner certification in 1993. Since then, she has earned Series 6, 63, 7 and Advisory Series 65 registrations. Yvonne’s main goal is to always do what is best for clients and provide excellent service.

Yvonne is a wife, mother, and her favorite times are spent with family, especially on vacations and doing most anything outdoors. She enjoys working with the children’s ministry at her church and volunteering wherever needed.