Aimee applies her more than 20 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at the highest level.

She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.

Aimee also assists our financial advisors in planning and building investment portfolios. She holds Series 7 and 66 securities licenses.

Prior to joining our team in April 2016, Aimee was a Registered Sales Assistant at Janney. She holds a bachelor’s degree in Finance from West Virginia University.

Aimee grew up and raised her children, Abbe Rae and Jake, in Wallingford, PA. She has recently moved to St. Petersburg, FL. When not in the office, Aimee enjoys dancing, Zumba classes and home improvement. She is a proud member of the Pi Beta Phi Sorority, West Virginia Chapter.