Focus
I truly enjoy working with people and take great pride in being a friendly, approachable resource for our clients as I help them with their account maintenance needs and provide answers to their questions. It’s my nature to take that extra step to help people and provide outstanding service.
Background & experience
My educational background includes earning my associate degree in human resources from Zane State and my bachelor’s degree in social work form Mount Vernon Nazarene University.
I joined the team at Northpointe Wealth Management in 2022 and help clients with account openings, paperwork, check deposits and money transfers.
Prior to joining the team I worked as a Social Worker for 15 years where I provided counseling, case management, services for the elderly and after hours crisis screening. I truly embraced my ability to connect with people and provide the help they needed.
Away from the office
I am engaged to be married in October of 2023 and enjoy spending time with my fiancé and my three children. I also stay active swimming, traveling and spending time with friends and family.