As a Client Services Assistant, I have the pleasure of interacting with clients and addressing their wealth management needs. My focus is on building strong, trusted relationships and ensuring their needs are met with precision and care. Knowing that our work makes a significant impact on people's lives is incredibly rewarding, and I love being part of that. Our office is fun, respectful, and a welcoming place, and I genuinely look forward to coming to work each day.
In my spare time, I enjoy spending quality time with family and friends, attending concerts, and watching STL and college sports. I also cherish my time with my dog, Bella.
Education:
Bachelor of Science in Public Health, Southern Illinois University at Edwardsville (2015)