I began my career in July 2002 as an assistant to financial advisors, supporting both individuals and group benefits clients. Ove the years, I’ve helped establish new accounts, process rollovers and withdrawals, and manage account changes for both individual and employer-sponsored plans. I regularly speak with clients to answer questions, address concerns, and help guide them through their financial needs.
I’ve also supported our advisors with marketing efforts, including preparing materials for trade conferences and coordinating birthday and holiday mailings for clients.
What I enjoy the most is helping clients see their financial goals come to life. It’s especially rewarding when the next generation chooses to work with our office as well-a true sign that the advisor is providing exceptional service across multiple generations.