I have always appreciated playing a vital role in what keeps an organization running smoothly. In my previous jobs, I found myself most interested in financially adjacent tasks ā accounts payable and receivable, purchasing, and budgeting. This curiosity, along with my interest in personal finance, prompted me to seek a career in the wealth management industry.
My area of focus is client experience. By nature, I am diligent and eager to help people. My background in administrative experience has provided me with exceptional problem-solving skills, as well as the ability to pivot from one important task to the next. I am extremely fortunate to be on a team of trustworthy, hard-working, smart professionals who are passionate about helping others.
I truly enjoy getting to know our clients, hearing their stories, and establishing longstanding relationships with them. The best part of my job is when a client comes to us with something thatās been nagging at them ā some financial chore they need to do that they fear will be complicated or difficult and we can say, āNo worries at all, weāve got this!ā I love being able to help our clients feel relieved and cared for.
