Customer service is of the utmost importance to me. I enjoy building solid and lasting relationships with our clients, ensuring that everyone feels welcome, comfortable and Confident. I take great pride in working for a team that is ready and willing to assist with all your financial needs.
Credentials, Experience & Education
- Financial Paraplanner Qualified Professional™
- Securities Industry Essentials® Exam
- Associates in Liberal Arts - Pima Community College
- 5+ years of customer service experience
Role within Aspire Wealth Partners
- Paraplanner
- Manage client requests
- Account maintenance processing
- Advisor support
Personal Interests
- Mom to one boy
- Born in Washington State
- Raised in Tucson
- Exercise/Fitness
- Sports events - football, baseball, or anything U of A
- Country concerts
- Travel