WHAT DO YOU LOVE MOST ABOUT YOUR WORK?
I truly enjoy the people I work with, from my team at R&R to the clients I interact with daily. I enjoy talking to our clients and getting to know each of them and their stories.
WHAT MOTIVATED YOU TO BECOME A FINANCIAL PROFESSIONAL?
After supporting senior company executives for over 15 years, I was looking for a change. I switched gears and dove into the financial industry as a Wealth Management Assistant. Its been an incredible new challenge for me; I love my role and enjoy assisting our clients.
WHAT HAS BEEN YOUR BIGGEST SUCCESS IN THE PAST YEAR?
Starting a new career in the financial industry as a Wealth Management Assistant. Learning so much about the different aspects of wealth management and how we can best assist our clients. It has been and continues to be a great experience!
WHAT ARE YOU MOST LOOKING FORWARD TO WITH YOUR WORK IN THE YEAR TO COME?
Continuing my journey in the Wealth Management field. I started in this role with R&R in March of 2021. I love the variety my work brings to the table; each day is filled with new challenges and each client's story is interesting and unique. I learn something new each day about our client base and the tools we use to help us stay connected to our clients and serve them in the best possible way.
Life Insurance License