As a client service associate, I bring more than 8 years of financial industry client service experience and strive to offer unparalleled service to every Sequoia client. An important part of my work is to anticipate client needs, going beyond the perfunctory to provide exceptional care and attention to every client request. I seek streamline processes so that clients receive exactly what they need in a timely and efficient manner. It is a privilege to work hand in hand with advisors to support excellence in Sequoia’s client experience.
Whether you are requesting a transaction, additional resources, or have a question, you can expect a friendly, courteous, and efficient interaction every time. I am always ready to go the extra mile to assist clients in achieving their financial goals.
Professional Accreditations & Education
- Saginaw Valley State University – Bachelor of Arts in Psychology
- Makes her home in Lake Orion, MI with her husband and their son
- Enjoys boating and traveling
- Joined Sequoia in 2021