Betty is a seasoned professional in the financial services industry with a diverse background. She began her career as a high school teacher and soccer coach after graduating from Florida State University. Recognizing her passion for helping clients and their financial goals, Betty decided to expand her expertise. She became a District Manager for ADP, specializing in payroll solutions for major accounts. However, she felt the desire to do even more for her clients and make a greater impact on their financial legacies. Later, Betty transitioned into mortgage and real estate, gaining 14 years of experience as a Realtor and Loan Originator.

Driven by this ambition, Betty made a transition into the financial services industry. She passed several important exams, including the FINRA Series 7, 63, 66 (held through LPL Financial), and the Florida Life, Health, and Variable Products exam. These qualifications will enabled her to become a wealth manager, fulfilling her aspiration to provide comprehensive financial services to clients.

Today, as a trusted Registered Client Associate, Betty is committed to delivering personalized guidance and strategies tailored to her clients' individual goals. With a well-rounded background in real estate, mortgage, and payroll solutions, Betty brings a unique perspective to her work. Her client-centric approach and ongoing professional development allow her to help individuals and families pursue financial success and secure a prosperous future.