As a Client Relationship Manager, I support clients and advisors with a wide range of issues and processes. This includes working with clients on issues with the wealth management website, preparing for annual appointments, and completing post-appointment action items and associated paperwork. I am proud every day to be part of a group of financial professionals who genuinely care for clients and are dedicated to helping them pursue their financial goals.
My education includes bachelor’s degrees in social science, Bible, and accounting, as well as continuing education courses to maintain my CPA certificate. Previous career experience includes assisting students and families with financial aid for college education.
My husband and I love taking road trips across the country, taking our time to wander through small towns, chase sunsets, and search for unusual landmarks, such as the tallest filing cabinet (it’s in Burlington VT, if you were wondering). When we are not traveling, our time is spent with family and friends, often cheering on our nieces and nephews at their sporting events & music programs and celebrating life events. Life is good!
