Marketing Associate to Andrew Lee and Scott Sullivan
I have always taken pride in my ability to provide high quality customer service to our clients. My dedication to maintaining excellent client relationships and ensuring all clients remain connected and informed has been a primary focus for me. To help to deliver the details and maintain the day-to-day operations of the financial strategies that are important to you and your family is truly a privilege for me.
Since starting in the financial industry in 2015, I have focused on my attention to detail and my ability to provide the right service in the most efficient manner possible. No detail is too small to provide the care and attention that you and your family deserve.
Outside of my work I truly enjoy spending time with my family and friends, who mean the world to me (especially my amazing Mom!). I love to travel and see the world, but also wouldn’t ever say “no” to a quiet night in with my husband and puppy.