Focus
As a Client Associate, my role on the team is to assist our clients and our team of advisors in many key areas of our day-to-day operations and activities. I interact with our clients to perform account maintenance, prepare and process documents, handle daily deposits and distribution requests. I strive to provide a personalized experience that allows our clients to get access to the advice and assistance they need while enjoying the process along the way.
Background and Experience
My educational background includes earning my Bachelor of Science in education (k-9) from Ohio University. I began my career and spent 21 years in retail management before moving to Financial Services.
I gained my experience in financial services working for The Community Bank for 8 Years. I started as a customer service representative and continued my growth serving as the Assistant Office Manager, Training Specialist, Assistant Vice President of Human Resources and as a Training Officer.
Our team works well together and takes great pride in providing outstanding service to our clients.
Away from the office
My husband and I have a dog (Pug) named Mia and a cat named Vinny. We stay active and I enjoy yoga, hiking, boating and spending time with family and friends.