“At Willow Creek, we rely on the team approach and all work together to create the best possible service for our clients’ success. I personally thrive on going that extra mile for each and every client.”
I am proud to be one of Willow Creek's “consider it done” client service specialist. I handle a variety of our clients’ account-maintenance transactions, including set-up, transfers, deposits, withdrawals, and related activities. I serve as a helpful liaison between our advisors and their clients.
I believe in honesty, integrity and making clients my number one priority. My goal is to give them a heartfelt personal client experience by providing prompt and detailed service to the client and their Wealth Advisor.
My husband Chris and I have three children. I hold a third-degree black belt in Taekwondo, and enjoy running and playing soccer.
