As Director of Client Services, I run the day-to-day operations providing administrative support by gathering client information, processing paperwork, and handling service issues for all client accounts; freeing advisors to focus on creating financial strategies for new and existing clients. I am also responsible for facilitating customer communications and logistics of scheduling in our busy, growing practice.
When not in the office, I spend most of my time with family. My husband, Nathan, and I love to spend time outdoors with both our children, Jocelyn and Jaxon. On the weekends you can find us hiking, kayaking, and working in our yard.
I also stay involved with our local schools in Granite Falls. Volunteering, donating materials needed, being present and helping as much as possible brings me joy.