What I Do Here
As the Office and Marketing Manager, my role blends organization, creativity, and service. I oversee the day-to-day operations of the office, manage our marketing efforts, and help plan and execute educational seminars—all with the client experience at the heart of everything I do.
With a degree in hotel and restaurant management, I bring a strong background in hospitality and client care. That foundation has shaped my passion for making every interaction welcoming, professional, and seamless. Whether I'm coordinating a client event, designing a marketing campaign, or simply answering the phone, I’m focused on helping clients feel informed, supported, and confident in their financial journey.
My favorite part of the job? Using creativity to bring our brand to life—whether through seminar themes, client appreciation events, or thoughtful communications that keep clients engaged and connected.
Why Work With Us
Because we genuinely care. At our firm, you're not just another account- you’re a relationship we value. We take the time to understand your goals, explain your options, and guide you with integrity and transparency. From the first call to long after retirement, we’re here to help you feel confident every step of the way.
A Bit About Me
I’ve been happily married for over 25 years and have two grown kids who keep life fun. I’m an animal lover through and through, currently sharing life with a dog, a cat, and a horse. When I’m not at the office, you’ll probably find me in the saddle, planting flowers or at my sewing machine, creating custom bags and stuffed animals.