Client Service Manager

As the Client Service Manager, my passion lies in creating seamless, behind-the-scenes processes that allow our team to deliver service that is prompt, accurate, and consistent. I find great satisfaction in knowing that the systems I help build and maintain allow us to serve our clients with excellence and heart. Every task I take on, no matter how big or small, plays a part in supporting the important life moments we help our clients navigate—whether it’s retirement, a big move, or simply a sense of ease and clarity in their financial journey.

I believe that the strength of a firm comes from how well it serves others, and my role allows me to support both our team and our client family in meaningful ways. There’s a quiet joy in helping things run smoothly, making space for thoughtful conversations, and ensuring that our clients feel cared for—not just as account holders, but as people with stories, dreams, and legacies.

Outside of the office, you’ll likely find me making memories with my family and friends or planning my next adventure—ideally one that feels like a “two-comma life” dream getaway! I also have a soft spot for baby animals, quirky little pets, wildlife, and the beauty of nature. These moments serve as a reminder that life is made up of meaningful details, both big and small—the very kind I aim to recognize and support in my work each day.

It’s a blessing to be part of a team that treats each client like family and truly wants to see them live their legacy with confidence. I’m grateful to contribute to that mission in my own unique way.