“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. 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.”
JOIN DATE: 2003
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.
ON A PERSONAL NOTE: My husband Chris and I have three children. I hold a third-degree black belt in Taekwondo, and enjoy running and playing soccer.