I am a seasoned Client Service Specialist within the Wealth Management Group, bringing nearly two decades of expertise in the financial services industry. I am committed to providing exceptional support to both advisors and clients, ensuring every interaction is handled with accuracy, efficiency, and care. Whether assisting with account onboarding, responding to client needs, or supporting day‑to‑day operations, I approach each task with attention to detail to create a seamless and positive experience for every client we serve
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Outside the office, I enjoy going for walks with my husband and our dog, taking fitness classes, and unwinding with a good Netflix or Disney show. During the summer months, you’ll often find us at the beach or relaxing by the pool soaking up some sunshine and R&R.