With more than 25 years of experience in wealth management and brokerage operations, I am a dedicated Client Service Associate and Operations Specialist that strives to provide exceptional client support and operational excellence. Throughout my career, I have successfully supported RIAs, financial advisors, and third-party asset management platforms in fast-paced and evolving environments.
I bring a strong background in managing complex operational workflows, account servicing, onboarding, compliance coordination, and advisor support while maintaining a personalized, high-touch client experience. I am recognized for my attention to detail, responsiveness, and ability to build trusted relationships with clients and colleagues alike.
My commitment to service, organization, and professionalism has made me a valuable resource to both advisors and clients, helping ensure seamless day-to-day operations and a positive client experience throughout every stage of the client relationship.
Outside of work, I enjoy spending time with my husband, daughter, and family, traveling, and participating in community and wellness-focused activities. My relationship-centered approach carries through both my personal and professional life.