My Professional Background
Working closely with leadership, I am responsible for establishing and maintaining processes and procedures; seeking out continuing professional education opportunities; and managing, modeling, and maintaining best practices standards for our electronic database. I also assist with compliance activities. Prior to working in financial services, I honed my organizational skills as a property manager and office manager.
My Wealth Management “Why”
I provide strategic support by coordinating all business operational activities to ensure they align with our mission and core values.
My Personal “Living Fully”
Outside of the work, I enjoy spending time with family and friends, traveling, baking, and hiking with my boyfriend, our daughter, and our two Rottweilers.