Registered Administrative Assistant
When you call or walk into our office, chances are I am the first person you see or talk to! As a Registered Administrative Assistant I love welcoming clients to our firm. Every time I engage with our clients, it is an opportunity to bring joy into their day.
With more than two decades of experience handling medical insurance and financial planning, I get my kicks working on complex and detailed projects that require lengthy checklists. The best compliment I’ve received is being called a “completionist”- that feeling of completing tasks is highly motivating. Yes, I am a self-professed list addict, which is to your benefit because when a task for you gets on my lists, it gets my full and undivided attention until completed!
I want your experience with us to beat every other experience you’ve had with a financial firm. Diversifying my knowledge about the financial industry has been such an entertaining professional journey and I am so happy to be here to help!
When I’m not knocking tasks off my lists, you’ll find me in the ring boxing, at the gym working out, or enjoying the outdoors hiking.