Wealth Management Assistant
As a Wealth Management Assistant my primary focus is organization. Within our small, dynamic firm, I apply exceptional multitasking abilities to help everyone remain efficient and on track. I am highly adaptable while enthusiastically “rolling with the punches,” ready to manage any situation whether planned or unexpected. In fact, you would be hard-pressed to every find me without a smile!
I live by communication, whether it is between the team and/or our clients, making me fully committed to supplying superior client service. I pride myself on taking the initiative to meet the needs of others, always striving to think ahead.
Over more than twenty years I have held a variety of positions, including client relations, management, sales, hospitality, and finance. In each role my true passion has been to help and serve others. I believe my path in life helped me not only realize this passion, but also how to use it daily. Doing so brings me so much joy.
Born and raised a Brooklyn girl, it seems my former accent only comes out if I am hungry. I have called middle Tennessee home since 2011 and absolutely love it here. My significant other Jase and I have been together during most of this time. I am a mom to my teenage daughter Emily, a phenomenal artist, a bunny named Cookie, and eleven adopted raccoons who cannot stop eating. Apart from my family, the things I love to do most are travel, attend concerts, sporting events and comedy shows. Besides crocheting and reading, I am a big foodie, loving all things health and fitness.
Since it really resonates with me, I try to live by one of my favorite verses:
“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” – 1 Peter 4:10
