Keona assumes a pivotal role in managing our daily client service operations, overseeing client requests, and administering accounts with precision and care.
With a Series 7 license through LPL Financial, Keona brings an extensive 20+ years of experience and knowledge from the Financial Services industry.
Outside her professional role, Keona's dedication to her family is evident. She has two children and relishes spending precious moments with them. She also finds joy in the company of family and friends, indulging in travel adventures, and engaging in creative crafting pursuits. Keona's depth of expertise and commitment to serving our clients contribute greatly to our team's ability to provide exceptional service and support.