With over 20 years in customer service, I am thrilled to be part of a firm that puts the client's best interests as the top priority. Providing quality customer service is such a vital role in creating not only a comfortable work environment, but also a loyal and collaborative relationship with our clientele. My overall goal is to assist our team of financial advisors as they guide our clients through their financial journey.
Credentials, Experience & Education
- 20+ years of customer service experience
- 8+ years of administrative experience
Role within Aspire Wealth Partners
- Manage client requests
- Account maintenance and processing
- Advisor support
Personal Interests
- Mom of 2 beautiful girls
- Disney fanatic
- Dancing
- Country concerts
- Cooking
- Traveling
- Reading
- Baseball