I’ve spent more than four decades in the financial services industry, including time as a financial advisor and many years building lasting relationships with clients along the way.
Many of the clients I work with today are people I’ve come to know over time, and it’s been especially meaningful to continue supporting them through different stages of life.
Over the course of my career, I’ve worked in both advisory and support roles, which has given me a well-rounded perspective on the client experience and a deep understanding of what clients need at every step.
In my role, I focus on keeping everything organized and running smoothly for both our team and the clients we serve. I place a strong emphasis on responsiveness and attention to detail, and I take pride in following through to make sure nothing is overlooked. Creating a comfortable, straightforward experience for clients is always a priority.
Outside of work, I enjoy relaxing, spending time with family, and going to the mountains whenever I can.
One of the experiences I’m most proud of is my time as a CASA (Court Appointed Special Advocate), where I spent 10 years working with abused and neglected children. That work was incredibly meaningful to me and remains something I carry with me today.