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I joined SWK Financial Planning Advisors in October 2021 as a Client Service Associate. I provide timely answers to our clients’ questions and make their needs my first priority. I am an integral part of the day-to-day operations of the office. I assist the financial advisors and play a key role in opening new relationships, processing documents and handling administrative duties.
Before joining the team, I worked in the Prairie Grove Public Schools for 10 years as a Kindergarten teacher. Prior to that, I had a financial background to include banking and wealth management.
I am happy to be a native of Northwest Arkansas and love to spend time with my family outdoors, especially camping. I live in Prairie Grove with my husband, Paul. We have two daughters, Mackenzie and Kaitlyn.