I work closely with the financial advisors and the leadership team of the firm in managing our business strategy as well as implementing and monitoring projects that are aimed at improving the overall performance of the team and client experience.
I am challenged to learn and absorb all the different aspects of the industry and, in doing so, strive to create the structures and processes within the firm to deliver an exceptional client experience every time. I enjoy caring for our clients and remain focused on working alongside their financial advisors to keep them on track and help them meet their clients' financial objectives.
Most of my time outside of work is spent with my husband and two very active kids. We love to travel and experience new cultures and cuisines. Our friends are an extension of our family, and we always look forward to spending quality time with them. I also try to find time to volunteer in the public-school system and other community initiatives.