In my role as a Financial Planner Assistant, I thrive on cultivating enduring client relationships by collaborating closely with our financial advisors to handle your phone inquiries and email concerns regarding your accounts. Since joining Phase 3 in 2021, I've been integral in ensuring our services are delivered seamlessly. Count on me to meticulously gather and organize data for meetings, assist with deposits, manage check requests, transfers, and other administrative tasks.

On a personal front, my life is enriched by my five adult children and two amazing grandchildren, Bentley & Victoria, who bring me and my husband boundless happiness. I cherish every moment spent with them. Outside of work, my husband Andrew and I share a passion for exploring antique stores, where we love to hunt for unique vintage treasures. Additionally, I find great joy in quilting, crafting beautiful pieces that bring warmth to the lives of friends and family.

I eagerly anticipate the opportunity to support you, making your financial journey as smooth and rewarding as possible. Let's embark on this journey together!