Wealth & Fiduciary Associate
What I enjoy most about working at Bell is the culture. I especially appreciate my amazing co-workers, the family atmosphere, Bell’s bottom line of “Happy employees! Happy customers!” and our Pay It Forward program, which gives employees money every year to make a difference in the community.
As a wealth and fiduciary associate, I work extensively with individual retirement accounts (IRAs), trust accounts and estate planning. I like being able to put my psychology background to work relating to others, and I want customers to know they can confidently rely on me to put their best interests first.
Outside of work, you’ll likely find me entertaining my young son (and trying to survive his curiosity)! I also like to spend time creating wreaths, cooking, running and working on home projects.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.