As a client service associate, I give my all each and every day to support our advisors in providing the high-quality client service our clients deserve. I assist advisors in executing operational processes, responding to client requests, and completing transactions. Everything I do is in pursuit of a single goal – supporting our clients as they move toward their unique financial objectives.
It is my goal to provide thorough, efficient, and friendly service, doing everything in my power to help clients accomplish their financial goals. Clients and teammates should expect consistently positive interactions, clear communication, and a commitment to follow through until the work is complete. I am dedicated to Sequoia’s values, to our mission to Enrich Lives™, and to the clients who inspire our work.
Professional Accreditations & Education
- Franklin University – Bachelor of Science in Financial Planning
- Lives in Reynoldburg, OH
- Enjoys working around the house, being outdoors, and spending time with friends and family
- Joined Sequoia in 2021