Senior Client Service Associate
Your Partner in Financial Services
Putting clients first is of the utmost importance and I am invested in meeting and exceeding the needs of my advisors and their clients.
Being a client service associate involves assisting financial advisors and includes interactions with clients. I am always happy to help and do so with developed communication skills and company knowledge – with over 12 years of experience at Raymond James. I promote strong collaboration between our team members as a team that works well together can service clients effectively and efficiently. I help service our clients by taking their calls, assisting with their accounts and being proactive, not reactive. With my help, our team will support you as you navigate the present and plan for the future.
Clients and advisors appreciate my exceptional ability to recall. Remembering a plethora of client details creates a more personalized experience as well as a quality resource for advisors. In addition, having to balance multiple tasks, duties, and projects on a daily basis makes having a good memory a beneficial trait.
My role and goal is to make clients a priority, treat them with respect and solve their requests quickly and accurately. I help MKS Wealth Advisors meet your financial goals and move you toward the future you imagined.
Favorite Quote
If you can dream it, you can do it.
~Walt Disney
Where You May See Me Around Town
Sitting at City Vu with friends, watching a motocross race with my family, eating a burrito every Tuesday at Spectators in Saugatuck, walking “Window on the Waterfront” in downtown Holland and attending concerts at Kollen Park.
Fun Facts
My Colleagues Describe Me As
Approachable, Focused, and Resourceful
Background and Education
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.
