- Joined May 2012
- Prior experience: 15 years in sales and 15 years volunteering in my children’s schools and running a home based business.
- Official title is Business Manager, but unofficially it is chief cook and bottle washer.
- Enjoy traveling and exploring and all things creative.
- Appreciate opportunities for experiential learning and challenges that lead to personal development and growth.
Responsible for managing our office and assisting Financial Advisors with the delivery of important client communication in a timely manner, which is critical to keeping our clients informed of any necessary updates.