I started working in the financial industry in 2013 and currently serve as the Office Operations Manager. My primary responsibilities include overseeing the new client onboarding process, servicing a portion of the firm’s clients, and ensuring the operations run efficiently at Advanced Wealth Strategies. I pride myself on ensuring your service experience with our firm is exceptional and I utilize my passion for excellence in all areas of my work.
I am thrilled to continue my journey here at Advanced Wealth Strategies. It is exciting to see how everything comes together for our clients and then get the opportunity to watch our families grow. Away from work, I enjoy spending time with my family and friends, which I am a proud mom of one daughter and two sons. Being an Ann Arbor native, nothing beats a cool fall day with the changing colors outside and watching some football. Go Blue!