As a versatile and experienced administrative and operational professional, I bring a unique blend of skills and expertise to our team. With a background in both financial services and real estate, I’ve honed my abilities in client service, operations, technology, and more.

My career has been marked by a passion for supporting professionals and helping them achieve their goals. I’ve worked closely with financial advisors and real estate professionals, handling everything from client relations to operational efficiency. With a “jane-of-all-trades” approach, I thrive in fast-paced environments and excel at:

• Client service and support

• Operational management and organization

• Technology troubleshooting and training

• Data analysis and reporting

• Process improvement and implementation

When I am not keeping our engine running smoothly, you can find me traveling the world, gaining stamps on my passport, and enjoying new food and culture.