As an Administrative Assistant, my primary responsibilities revolve around answering and directing incoming phone calls, greeting clients, and accomplishing daily tasks that keep our office running smoothly. I take great pride in creating a warm and welcoming environment for our clients, as I believe that the first impression sets the tone for a successful relationship. Although I am relatively new to the finance industry, I have quickly found my passion for making memorable first impressions and ensuring that our clients receive the utmost professionalism and care.
Having previously worked at the DeSoto Economic Development Council, transitioning into the financial services industry has been an exciting new chapter in my career. Learning about the intricate process of investing and being able to contribute to the financial well-being of the community I have lived in for nearly my whole life is truly fulfilling. What motivates me the most is working alongside strong, independent women. Being part of a team that is driven to succeed and grow is incredibly inspiring. I am grateful for the opportunity to learn from my colleagues and contribute to the collective success of our firm.
As a native of Brighton, MI, I currently reside in South Lyon with my husband, Dave. Together, we have two wonderful adult children who bring joy to our lives. Outside of work, exercise is my thing! I start each morning with yoga, finding solace and balance in the practice. I also enjoy going for long walks, hiking and traveling with my husband.