As the Office Manager at Phase 3 Advisory Services, my primary goal is to ensure our office operates efficiently, allowing our team to dedicate their time and expertise to serving your financial needs. Since joining the team in November 2021, I have been committed to providing excellent support and a seamless experience for our clients. As your first point of contact, I handle incoming calls and make sure you are connected to the right team member who can promptly address your inquiries and requests. Additionally, I coordinate scheduling with our financial advisors, ensuring appointments are set at times that are convenient for you. My role also includes managing various administrative tasks to support our operations.

Outside of work, I am passionate about nature, traveling to beautiful destinations, hiking, and photography. I also enjoy spending quality time with my family and friends and volunteering at a local animal shelter. My commitment to helping others, both professionally and personally, reflects my dedication to provide the best possible customer service to our clients.