CLIENT VISION
With four years of experience in the financial services industry, including three years supporting financial advisors, the goal is to make each interaction feel personal and purposeful while providing guidance, responsiveness, and attention to detail clients deserve.
AREAS OF EXPERTISE
- LPL ClientWorks and related systems
- Account servicing and money movements
- Account transfers and new account support
- Client communication and relationship management
- Administrative and advisor support
- Problem-solving and attention to detail
- Creating efficient and positive client experiences
OUTSIDE THE OFFICE
Outside of work, family and friends are a big part of life. Living in Fort Mill, SC, with two children, Nylah and Bryson, free time is often spent making memories, enjoying time together, and cheering on the South Carolina Gamecocks!