“Client service is about making people feel supported, heard, and cared for. I believe the details matter — because when they’re handled well, clients can feel more confident, informed, and at ease.”

WHAT’S MY SUPERPOWER?

Creating a seamless, thoughtful, and personalized client experience is where I shine.

As a Senior Client Service Associate, I help oversee client operations and keep day-to-day service requests moving efficiently, accurately, and with care. I serve as a primary point of contact for clients, focusing on clear communication, timely follow-through, and a warm, white-glove service experience. 

My goal is to make every client interaction feel organized, supportive, and personal.

WHAT’S MY BACKGROUND?

I bring more than 17 years of customer service experience and 9 years in the financial services industry to my role at Novus Wealth Group.

Over the years, I’ve developed a strong appreciation for proactive communication, thoughtful problem-solving, and anticipating client needs. I also hold a paraplanning certification, which gives me a broader understanding of the financial planning process and allows me to better support both clients and advisors.

FUN IMMA FACT 

Outside of work, I live an active and adventurous life with my two children and our pup.

We love hiking, swimming, boogie boarding, roller skating, traveling, and finding new ways to enjoy the outdoors together. I also coach youth basketball, which has strengthened my passion for mentorship, teamwork, and helping others grow. When I’m not on the court or outdoors with my family, you’ll often find me in the kitchen cooking and bringing people together around great food.