CUSTOMER SERVICE ASSOCIATE
Supporter and Walker, American Liver Foundation
Supporter, Alzheimer’s Foundation
MY FINANCIAL SERVICES CAREER BEGAN IN 2002
I have been working in the financial business for 15 years, but prior to that I worked for 10 years in a law firm. My years managing accounts and working on billing required much accuracy and attention to detail, which prepared me for my current role in managing our clients’ reports and paperwork. I work to provide the best experience possible when handling client requests and questions, preparing insurance quotes and applications, and any other client materials for advisor meetings. I enjoy handling a variety of jobs and really getting to know the clients as I assist with their requests.
MY PRIVATE VISTA
My Private Vista includes spending time outdoors with family and friends. I especially love camping in the fresh air – walking, hiking and biking are a must. I’d like to continue traveling and seeing the country, most importantly spending time by the ocean.