I came to this role from two very different worlds. I spent over a decade in finance, where I learned the importance of precision and reliability, the kind of work where details matter because the stakes are real. I then spent another decade in nonprofit work, where I was reminded every day that getting those details right matters because of the people on the other end. Both experiences shape how I approach my work today.
As Client Experience Coordinator, I’m often the first face a client sees and the first voice they hear when they call. My goal is simple. I want every person who interacts with our team to feel welcomed, informed, and at ease. That means staying organized, communicating clearly, and working closely with our advisors to make sure nothing gets overlooked. Supporting the team behind the scenes helps everything run smoothly for our clients.
Outside of work, I’ve been a runner for most of my life and recently added beginner gardener to my list of hobbies, which has taught me a lot about patience and consistency. I’m a wife and a mother, and nature is where I go to reset, whether that’s on a trail, in the yard, or simply sitting somewhere quiet and soaking in the moment.