Director of Operations
Ivy is the new Director of Operations and has been in the industry for 4-1/2 years and looks forward to helping clients with any needs they may have concerning their accounts. Ivy has passed the SIE exam and is looking to take the Series 6 exam at some point.
Ivy enjoys running, hiking, tennis, watching and attending most sports events especially baseball, football and golf. She also likes to travel when she can. She has 3 children ages 24, 22, and18 and lives in Winchester, VA.