I work closely with our clients’ financial advisor to proactively create customized life-long financial plans. I offer strategies and discuss making adjustments with the advisor so that the clients’ investments are appropriate to help them meet their financial goals.
I am challenged to learn and absorb all of the different aspects of the industry and, in doing so, strive to deliver an exceptional client experience every time. I enjoy caring for our clients, and remain focused on working alongside their financial advisor to keep them on track and help them meet their clients’ financial objectives.
Most of my time outside of work is spent with my husband and two very active kids. We love to travel and experience new cultures and cuisines. Our friends are an extension of our family, and we always look forward to spending quality time with them. I also try to find time to volunteer in the public school system and other community initiatives.