Practice & Community Coordinator
As the Practice & Community Coordinator at Family Legacy Wealth Partners, I work behind the scenes to ensure your experience with our team is seamless, engaging, and meaningful. From coordinating client events and managing communications to overseeing internal operations and community outreach, I’m here to support your financial journey every step of the way. I also play an active role in designing and creating the resources and touchpoints you receive throughout the year, each crafted with intention to keep you informed, supported, and connected.
With years of experience in relationship management, marketing, and operational support within the financial services space, I understand the importance of both precision and personal connection. I collaborate closely with our advisors to enhance client service, streamline processes, and ensure that every interaction adds value. I stay current on industry trends and community needs so we can continue delivering timely, relevant communication and experiences.
I live in Plymouth with my husband and our two daughters and I’m passionate about community involvement, education advocacy, and helping families thrive. Outside of work, you’ll often find me organizing local events, volunteering with youth programs, or enjoying the outdoors with my family. I believe that small, intentional efforts, whether at home or in the office, can make a big difference.
