My role encompasses client onboarding, relationship management, money movement, and client support. I have the privilege of working with incredibly professional and caring individuals who feel more like family than co-workers. Building relationships with our clients and their families is a key part of my role, and I am dedicated to assisting them in achieving their financial goals.
My journey into the financial services industry began with a passion for numbers, which I discovered while studying finance in college. However, my love for working with people guided me to this field. I take great joy in getting to know our clients and their families, as it fosters a deeper connection and understanding. I strive to maintain a positive attitude and always aim to "smile through the phone" to create a welcoming experience for those I assist.
Originally from Middletown, MD, a rural farm town, I now live with my husband, Jason, and our son, Anthony. I love spending time outdoors, enjoying activities like hiking, kayaking, camping, and gardening. Additionally, I find joy in baking and cooking, which are my favorite pastimes that allow me to express creativity and care for my loved ones.