Focus
My responsibilities include resolving client inquiries, account administration and providing exceptional service to our clients.
Background and experience
I received my Bachelor of Science degree in Public Health from Central Michigan University, with a minor in Nutrition. Taking a different avenue, I began my financial career in 2015, with Citizens Bank. I started as a relationship banker, assisting clients with various banking needs. I transitioned to Wells Fargo in 2020, becoming a Premier Banker. Here I assisted affluent clients with more complex banking needs, including investments.
Continuing the path to investments, I moved to Ohio in 2021 and started working for Wells Fargo Advisors. During my time here, I met the Slates Wealth Management Group of Wells Fargo Advisors. Throughout my career in the financial industries, I received my FINRA securities registrations, Series 7 and Series 65. With these, I can expand my knowledge on various investment products.
I am now a proud member of The Slates Wealth Management Group. As a Client Associate, my responsibilities include but are not limited to providing administrative support, assisting customers with resolving inquiries, and generating customized reports.
Away from the office
My husband Joe and I live in Powell with our 5-month-old daughter, Charlotte. We also have a yellow lab named Ace. We love watching sports and spending time with our family and friends.