After a rewarding 25+ years in the hosiery industry, I transitioned to Southeast Retirement Planners as Director of Client Services. In this role, I handle administrative support, manage client information, process paperwork, and address service issues, allowing our advisors to focus on crafting individual financial strategies. I also prepare client reviews and proposals, maintain communication with financial partners, and oversee customer interactions and scheduling logistics.
Since moving to Hickory, NC in 1997 with my husband, we have embraced a fulfilling life with our rescue dogs. Although we currently have only one, we have always cherished giving rescues a loving home. In our spare time, we enjoy exploring local craft breweries, and I find joy in cooking gourmet meals for friends and family. Life for us is about savoring good company, delicious food, and the simple pleasures that make each day special.