As a client service associate, I bring more than seven years of financial industry client service experience into every client interaction. I primarily work with clients to prepare new account paperwork, meeting materials and scheduling, as well as processing transactions, completing distributions, and placing trades. I want clients to see me as a trustworthy ally in getting things done correctly and in a timely manner.
I strive to offer fast and reliable service and a friendly face. I enjoy connecting with clients and getting to know them. I consider it a privilege to support our clients and hope to serve as a knowledgeable resource for clients and teammates alike. In my former work as a banker, mortgage loan officer, and wealth management client service associate, I’ve found building relationships to be the most important aspect of my work.
- Makes her home in St. Petersburg, FL
- Enjoys the beach, kayaking, camping, and LA Rams football
- Loves spending time with her boyfriend Cory and two dogs, Lola and Huxley