I value being part of the Second Opinion Partners Team because we are unique in the way that we value education and center the planning process on it. I will always remember the first time I heard “investments are a commodity that can be obtained anywhere, we are about the plan and education.”
I deeply value being a part of the unique and personal process that goes along with developing a financial plan. Every day, I get to work alongside those who are learning the steps necessary to living their best life, and I am thankful that this is what I get to call work.
Ivy is a Relationship Manager at Second Opinion Partners, where she communicates with clients regularly to ensure that all of their financial planning related needs are met.
Ivy acts as a communication liaison between our clients, Concierge Team and Partners to ensure that every client has the Ultimate Client Experience.
Ivy attended The University of Northern Iowa where she graduated in 2019 with double majors of Financial Management and Real Estate.
She holds FINRA Series 7 & 66 licenses.