Client Service Manager, Service Excellence Group
Clients are at the core of what I do. As the Client Service Manager, I ensure they always have a knowledgeable, friendly contact just a phone call away. My training and background allow me to serve clients across many areas—from fielding client calls, conducting research and handling ongoing account maintenance, to calculating college projections and meeting with clients to discuss their comprehensive financial plans. The variety of my position mirrors the variety of my clients’ needs.
Professional Accreditations/Education
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Maintains the Series 7 and 66 FINRA registrations and is insurance licensed through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
- Hiram College, B.A. in business management focused in finance, minor in economics, magna cum laude
Up Close
- Enjoys spending time with her husband and participating in outdoor activities such as camping and boating
- Lives in Lake Milton with her husband
- Joined Sequoia in 2007