As a Client Relationship Manager, my goal is to understand our clients' needs and build strong lasting relationships. I handle everything from onboarding new clients and opening accounts to managing money movements, always aiming to get things done quickly and efficiently. I advocate for our clients and proactively meet their needs.
When significant events happen in our clients' lives, I'm often the first to know. I keep a close watch on everything at Bend Wealth Advisors and solve problems quickly. I organize our annual administrative meetings, which lets me connect with each client, update their information, and handle any housekeeping items. These check-ins help me stay connected and understand what's happening in their lives.
I grew up in Bend and earned my Bachelor of Science degree from the University of Oregon. Before joining Bend Wealth Advisors, I worked in the hospitality industry and administrative roles, where I learned the importance of order, precision, and building trust with clients.
Outside the office, I enjoy spending time with my husband, Tyler, my stepdaughter, Raviva, and our three dogs. We love boating in the summer and snowboarding in the winter. I'm also an avid reader, enjoy practicing yoga, and love hosting dinners for our close friend group.