Mickey began her career in the financial services industry in 1997 with Dukes &Co., a Private Financial Consulting Firm. While there she obtained her FINRA Series 7 and 63 Securities registrations, along with her Life, Health, and Variable annuity licenses. Mickey joined Wells Fargo Advisors in 2008 where she worked until joining WisePath Wealth Management. Throughout her career in the financial services industry, Mickey has continued her industry education to best help the team in serving clients.
As a Client Relationship Manager, Mickey is primarily responsible for overseeing all operations for the team and day-to-day administration of accounts. With her attention to detail, Mickey is able to handle complex situations accurately and quickly. She is also instrumental in keeping the flow of information and tasks between the team members streamlined.
Mickey resides in Virginia Beach with her husband, Art, and their two daughters Erin and Rian. Art and Mickey are avid bowlers and participate in National bowling tournaments, which allows them to travel the country.
- CA Insurance License #0L77015
- AR Insurance License #6809734