As a dedicated financial services professional of over 25 years, I bring a meticulous approach and a keen eye for detail to every task. With a strong foundation in financial principles and procedures, I support the smooth operation of financial activities, ranging from data collection and documentation to assisting with client inquiries and problem resolution. My excellent organizational skills ensure efficient workflow management, while my ability to adapt to evolving priorities enables me to thrive in fast-paced environments. Committed to accuracy and confidentiality, I strive to contribute effectively to the success of the team and uphold the highest standards of professionalism in all interactions. My strong family connections and experience raising successful children allow me to appreciate and support the changing life stages and needs of the families we service.

• Favorite Financial Tip: Live within your means.
• Dream Vacation Splurge: Multi-Country European cruise by privately chartered Yacht with the entire family.
• Financial Pet Peeve: Chasing returns or the next best “new” investment scheme.