I joined the Advanced Wealth Strategies team in March 2024, bringing over 13 years of management experience and a passion for delivering exceptional client service. I hold a bachelor’s degree in Business Management from Walsh Business School.
As a Client Relations Manager, I work one-on-one with our valued clients, serving as a trusted liaison and ensuring a seamless, personalized experience. I handle analyst work for financial plans, coordinate client meetings, and collaborate closely with our advisory team to develop tailored financial strategies that align with each client’s unique goals.
Outside of work, I cherish spending time with my family and friends. I’m a proud mom to my teenage son, Conner, and love playing with our energetic Yorkie, Callie. Traveling to new, warm-weather destinations each year is one of my favorite ways to recharge and explore.
I’m excited to continue growing with Advanced Wealth Strategies and remain committed to helping our clients achieve financial confidence.