I joined the Steffens Financial team in June of 2025 as a Senior Registered Associate. My role within the firm includes administration, operations, firm-level duties, and various advisor support roles. I also assist in portfolio monitoring and financial planning.
My Professional Career
My career in financial services spans over 25 years. Affectionately referred to as a “Swiss army knife”, my career has afforded me countless experiences within the industry working closely with clients, advisors and other professionals. I maintain my FINRA Series 7, 63 and 65 registrations. I am also a Notary Public, State of New Jersey.
My Personal Life
A New Jersey native, I currently reside in Blairstown with my husband Ben, and our two pups, Fonz and Dinkins. In our free time, my husband and I enjoy spending time outdoors, dining at new restaurants, supporting the arts and sharing time with family and friends.
My Passions
I have life-long passion for learning which lends itself to a range of hobbies including aromatherapy, home renovation projects, reading, and gardening, just to name a few!
My Volunteer Work
Believing in having a positive impact in your community, I have been fortunate enough to volunteer with various organizations and currently sit on the board of a local non-profit.