As a Client Service Associate, I bring more than seven years of experience in the financial services industry into every interaction. I strive to provide excellent service to each and every client, having their best interests as my highest priority. My goal is to ensure timely, friendly, and consistent service to clients, resolving issues quickly and building relationships based on trust and confidence. I work hand in hand with your advisor to support your financial goals.
I reside in Medina, Ohio with my husband and our two children. When I’m not working, you can find me spending quality time with my family or on the golf course.
- Spending time with my Husband, son (7) and daughter (5) and playing golf.
- Used to Irish dance
- Lives in Medina, OH with her husband and two children
- Joined Sequoia in 2020