Team Profile
As a client service associate, I strive to ensure that the client’s needs and requests are handled efficiently and correctly. With more than 22 years of experience in client service, I am committed to working with our service teams to support a consistently excellent client experience. Our clients are the reason we exist, so whether I am working to onboard a new client, processing transactions, or supporting clients as they pursue their financial objectives, I am passionate about the deep relationships I build with each family.
Clients can expect hard work, dedication, and pleasant, responsive service. I consider it an honor to work hand in hand with advisors to help propel our clients toward their financial goals.
Up Close
- Makes her home in Hilliard, Ohio
- Enjoys the outdoors, spending time with family, and sports with her son
- Joined Sequoia in 2021