I’m proud to be the first Account Services Specialist at The Haddorff Team. Prior to joining the team in 2022, I worked at JP Morgan Chase and have been a registered financial professional since 2021. After connecting with the Haddorff Team through a mutual acquaintance, I was immediately drawn to their client-first approach and collaborative culture—making the decision to come on board an easy one. The majority of my time is spent behind the scenes with your new accounts, requests, work orders, maintenance, and paperwork. Although, you may occasionally find me greeting you from our main line or a transferred call to assist with your questions and requests. I try to keep my expertise open and flexible to fill in any gaps the team may need around our office.
I am proficient with new technologies emerging in our field. In my experience, LPL is at the forefront of the financial industry’s technological edge. Having a background in electronics sales, these advancements never scare me when presenting themselves. I truly enjoy our technological advancements, and I am constantly learning about the new tools and systems. Our team understands no matter how proficient you are, technology moves fast, and I am here to help.
Being part of The Haddorff Team means I get to work alongside an incredible group of colleagues while also having the flexibility to be present with my growing family. My wife and I recently welcomed our first child, and we’re absolutely loving this new chapter of life! We’ve always made it a priority to travel and see the world at least once a year — and now, we can’t wait to share those adventures with her!
I feel incredibly fortunate to work with the best clients in the industry from all walks of life. Our team is dedicated to keeping clients informed, empowered, and confident in their decisions. I am very excited and thankful to be able to serve such great clients and be a small part of this growing operation!