I primarily interface with Sequoia’s advisors and Client Service Associates to assist clients with asset management needs. I am a highly skilled professional who takes great pride in ensuring that accounts are managed in accordance with our client’s goals. Clients can expect dedicated service, with great attention to detail and efficiency from me. My highest priority is exceeding clients’ expectations when it comes to care and attention. I am highly responsive, and work to minimize delays, helping clients reach their goals.
My objective is to continue to evolve as an asset management professional, to continue to advance my skill set and to offer ever-improving levels of service and client satisfaction. I hope that my work will benefit the entirety of the Sequoia team, and every client as an individual.
Professional Accreditations & Education
- Maintains Series 65
- Walsh College, MSF
- Walsh College, B.B.A. in Finance
- Baker College, Associate of Business and Accounting
- When she’s not actively serving clients, you might find her reading or relaxing with family and friends
- Lives in Taylor, MI with her husband and two children
- Joined Sequoia in 2019