As an Administrative Assistant, my primary responsibility revolves around providing support to our advisors and team. From preparing appointments to answering phones and delivering exceptional client services, I am dedicated to ensuring a smooth and efficient operation. I thrive in a role where I can assist our clients and contribute to their positive experience. With over 25 years of experience in the financial services industry, I take great pride in supporting our advisors and team in various capacities.
One area where I take the lead is in handling all matters related to Required Minimum Distributions. This responsibility requires meticulous attention to detail and a deep understanding of the regulations surrounding these distributions. Being the project lead for this crucial aspect of our business allows me to utilize my expertise and ensure compliance with the necessary guidelines. Having been an integral member of the Premier team for over 20 years, my experience in the financial planning world and data entry is invaluable. I have witnessed the growth and evolution of our company, and I am proud to have played a part in its success. My knowledge and familiarity with our systems and processes enable me to provide efficient and accurate support to our team and clients.
Outside of work, I reside in Brighton, MI, with my loving husband, Joe. We are blessed with a wonderful daughter named Joelle, who brings immense joy to our lives. During my free time, I indulge in a couple of hobbies that bring me great pleasure. Golfing allows me to unwind and enjoy the outdoors while challenging myself on the course. Additionally, I find solace and creativity in the kitchen. Cooking is not just a necessity but also a form of self-expression and a way to bring joy to others through delicious meals.