In my role, I wear many hats. I take care of all the things they do not have time for, allowing them to focus on their clients I create client profiles and accounts, update client records, prepare client documents and send for signatures, verify client forms are completed correctly, process asset movement and raise cash requests, and many other duties to assist the advisors as well as maintain overall office needs.
My financial services career began in 1993 at Oppenheimer Capital. Since then, I have had various positions in virtually every aspect of client services, as well as portfolio management platform operations. Supporting advisors in the client services area is my passion.
I am driven by my desire to be the “go-to” expert for advisors because helping them is what is most meaningful and important to me. What I appreciate most about joining the Affiliated Advisors team is knowing that supporting advisors’ success is our driving force, one that every team member embraces, making it the perfect home for me.
In my personal life, I love spending time with my husband, Shey, and our children, Anayah and Elijah. I am also a bit of a bookworm. One of my favorite hobbies is curling up with a good book and a glass of wine, and getting lost in the pages.