Our Team

I believe that helping you pursue your goals goes beyond offering various investment products. It involves understanding your objectives, needs and personal values. It's...

I joined the Lotus team in 2019. My role in the office includes providing service to clients and administrative support. I currently hold my Series 6 and 63 registrations through LPL Financial.

As the newest member of Lotus Advisors, I look forward to building relationships with clients and supporting Julie as she helps people pursue their financial goals. I am currently working towards obtaining my Series 7 registration.