Phone:
As a Client Service Specialist, I am responsible for providing administrative support to our financial planners and delivering excellent customer service to our clients. Drawing from my experience in client-facing positions, I am dedicated to providing a positive and welcoming experience and take pride in going the extra mile. My objective is to assist my team in providing exceptional service to our clients.
Raising my family with all the challenges, fun and laughter that comes with watching my kids grow is what brings me the most joy. When not busy with all the variety of motherhood, I love to spend time gardening and nurturing nature.
My life’s biggest milestone: My kids. I have a sassy daughter and an adventurous son that have taught me what life is all about. Also, purchasing my home in 2023 during a tough California housing market felt like a tremendous accomplishment.
My favorite thing(s): Coffee and bad jokes
Favorite destination: Pismo Beach, California
Most effective saving tip: Set saving goals.
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
Stay informed with the latest financial insights from our experts.
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
The Planning Center © 2024
