Since joining the team in January 2020, I've embraced the opportunity to help clients navigate their financial journeys with precision and care. Working closely with our team of experienced advisors, I focus on understanding and fulfilling client needs, while streamlining processes to make their financial lives easier. With a Bachelor's Degree from the University of Maryland, my role encompasses client communication, account support, and compliance, ensuring smooth operations and exceptional service.
Every day, I find joy in building relationships with clients and learning about their lives beyond the numbers. Whether it's hearing about their children, vacations, or how they built their businesses, I cherish these connections. I’m passionate about helping clients achieve their goals and am always excited to welcome new business. Improving our processes and maintaining constant communication are key to enhancing client satisfaction, which is something I take great pride in.
Growing up in Towson, Maryland, I played sports and learned the value of teamwork and communication, skills I apply daily in my role. Now residing in Annapolis, I’m grateful for its vibrant community, beautiful waterfront, and proximity to places I love, like Ocean City and Smith Mountain Lake. My husband, Michael, is the offensive coordinator for the University of Maryland Men's Lacrosse Team, and together with our two daughters, Finley and Emerson, we enjoy boating, playing in the water, and cheering on the Terps and Ravens.
Coaching my daughter's lacrosse teams is a cherished part of my life. Being a part of a community where I can learn, grow, and make a difference in our clients' lives is what makes my work so fulfilling.