As a Financial Planner Assistant, my primary role revolves around supporting you, our clients, with precision and care while maintaining seamless communication between you and your financial advisors. I handle various crucial tasks, such as facilitating account openings, managing asset movements including withdrawals and deposits to meet your cash flow needs, document preparation as well as reconciling your accounts. Moreover, I assist in navigating the complexities of Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs). My dedication lies in providing our clients with the confidence that their financial transactions are handled efficiently and securely, contributing to their long-term financial well-being. 

Outside of work, my two teenage sons keep me on my toes! You can typically find me in the stands of a baseball field or basketball court cheering them on. In the last 5 years, I have developed a love for travel while igniting my sense of adventure. I'm proud to say I climbed a mountain in Sedona, went parasailing over the ocean in Florida and went zip lining in Mexico and over the Smoky Mountains, to name a few!