Felicia started her career in the financial industry in 2014 at Cambridge Investment Research, where she grew as an assistant and as a person over a 4 year period. Since December of 2018, she has been working for a small group of financial advisors by assisting them with day to day tasks and servicing their client’s needs. The passion of supporting small businesses and bettering client lives is what drive’s Felicia to come up with efficient and effective processes to help grow and maintain financial advisors’ book of business.
Felicia resides in South Eastern Iowa, where she was born and raised. When she is not focused on supporting her financial advisors and their clients, she enjoys fishing and being outdoors with her husband and their two dogs, Dixie and Benny. She is a part-time photographer and loves to travel to new places.