My Role at BCS Wealth Management

My roles at BCS Wealth Management are in the areas of compliance and operations. For my compliance role, I help ensure we comply with regulatory rules and requirements. On the operations side, I work with our team to create more efficient procedures in order to better serve our clients and assist with our daily operations tasks. I enjoy working behind the scenes to help with client’s requests. 

Education and Experience

I graduated magna cum laude from the University of Georgia with a B.B.A. in Finance and an M.S. in Consumer Economics with a focus on Family Financial Planning.

Community Involvement and Personal Notes

My husband and I live in Johnson City with our two daughters.