I started my career at a large global bank in Kansas City in 1996 after earning a Bachelor of Science degree in Accounting. As a Fund Accountant, I was responsible for the calculations of the daily net asset value for mutual funds along with preparing various financial statements and reconciliations.
After a few years out of the workforce to raise kids, I returned in 2008 working at a local accounting firm preparing tax returns and accounting work.
Then in 2011, I accepted a position with a large brokerage firm as a Financial Advisor. After six years of the broker-dealer world, I decided to start Drawbridge Wealth.
Drawbridge Wealth is a division of Capital Markets IQ, LLC, a fee-based SEC-registered investment advisor. As an investment advisor representative, I advise clients about our models, help them match the right model with their individual need, and manage their investments.