How I help . . .

I’ve always enjoyed working with numbers, but getting to work with people is what truly makes my job rewarding. I approach each client as if they were family, getting to know them, taking the time to understand their unique situations and finding solutions that accurately fit their needs. I particularly like taking information, organizing it and putting it into a format that works for us while also being useful and clear for the client.

As a people person at heart, I’m naturally drawn to building relationships and to collaborating not only with clients but also with our team to ensure every client receives the best service possible. This line of work challenges you every day with something new and often pushes you out of your comfort zone, and while that can be uncomfortable at times it’s also where the most growth happens.