I am a Registered Client Service Specialist with five years of experience in the wealth management industry. I hold Series 7, 63, and 65 licenses, along with Life & Health insurance certification. In my role, I support clients and advisors with a wide range of administrative and account-related needs, ensuring a smooth and personalized experience at every touchpoint.
My passion lies in building strong, trusting relationships with clients and delivering service that reflects both precision and care. Whether I’m helping with day-to-day account maintenance or navigating more complex investment questions, I bring a people-first approach grounded in professionalism, reliability, and attention to detail.
Outside of work, I love reading, traveling with my husband Ali, hiking in the great outdoors, and connecting with others. I’m a natural people person who enjoys bringing warmth and energy into everything I do.