"Great service comes from genuine care, attention to detail, and a commitment to making each interaction meaningful – these are the principles that guide me every day."
As a Client Service Associate, I work directly with clients and advisors to handle everything from account openings and cash requests to ongoing account maintenance needs. My experience supporting both our Operations and Client Service Teams has given me comprehensive knowledge of our internal processes, allowing me to anticipate client needs and provide thoughtful, responsive service at every touchpoint.
I find deep satisfaction in solving problems efficiently and being a reliable resource that both our team and clients can count on. I'm truly happiest when I'm able to be of service to others and find joy in helping to create a seamless experience for all.
Born and raised in Sonoma County, I currently live in Sonoma with my husband Christian, our daughter Freya, and our two cats. I’m a proud Portland State alum with a BA in Communication Studies. Outside of work, I enjoy spending time with my family and friends, curling up with a good book, and traveling to both new and favorite places. I’m also passionate about photography, particularly nature photography. I love being able to capture the diverse landscapes and wildlife that make Sonoma County so special.
