“I am driven by a desire to make a positive impact in people’s lives. Sometimes all that takes is a friendly voice on the phone reassuring them that we have answers to their financial concerns. Whether it’s face to face with the client, or behind the scenes, I love being part of this team helping our clients realize their goals.”
JOIN DATE: 2014
CONTACT: [email protected]
I started with Willow Creek as our receptionist, and I am now a key member of our Client Service Team. I work closely with our advisors to help service their clients’ needs, including new account set-up, cash requests, and other related activities. I also love organizing client events, and I help plan and execute our popular get-togethers.
Before joining Willow Creek, I was assistant director for the Sebastopol Community Cultural Center, where I managed the organization’s marketing and communications. Prior to that, I held a variety of marketing and administrative positions with businesses throughout Sonoma County.
ON A PERSONAL NOTE: I live in Santa Rosa with my husband Matt. I enjoy gardening, camping, and hiking the Annadel State Park trails.
EDUCATION:
- BA, Sonoma State University
- Accredited Asset Management Specialist®, College for Financial Planning