I’m the Chief Operating Officer at Wyson Financial. I am responsible for the operations of the company. Before joining Wyson Financial in 2013, I ran a banking operation of Citi Bank and was an Office Manager for a summer sales company. My experience and leadership have been focused on developing structure and organization while providing…
I knew from a fairly young age that finance was going to be my chosen career path, not because I was driven by money, but because I understood money. Having a photographic memory for data and growing up in the home of a CERTIFIED FINANCIAL PLANNER™, I moved quickly through the educational ranks and received…
I’ve heard it said that if you eat slower, you will eat less. Growing up with ten brothers and sisters, I know that to be true. In fact, I suppose I can probably attribute the slender build in my youth to the struggle at the kitchen table for the biggest slice. I had dinner at…