In Client Services, it’s my role to proactively support our clients and advisors with their administrative and organizational needs. I enjoy bringing order and clarity to complicated situations, tailoring to every custom need. With fifteen years in client services, I truly enjoy delivering an exceptional experience.
Based in Colorado, I represent the Western region of our team. As you may expect from someone living in the Rockies, I enjoy spending time outside, hiking, cycling, and exploring with my husband, Daniel, and our two daughters. My most treasured hobby, however, is spend indoors, oil painting.
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