I've worked in the financial industry for about five years, and my focus is on creating efficiency behind the scenes. I manage daily office operations, support advisors and client needs, and coordinate scheduling and communications. When everything runs smoothly on the administrative side, advisors can focus on serving clients the way they should.
Before entering financial services, I spent several years in property management as a property management administrator overseeing residential relations. Managing my own household finances and planning for my family's future taught me to appreciate long-term strategy, which ultimately led me to this career. I'm motivated by supporting a business that helps individuals and families plan confidently for their financial futures.
What I enjoy most is supporting advisors and clients through efficient operations and attentive service. The greatest value I provide is reliability and making sure processes are handled with care so clients feel supported every step of the way. Clients describe me as welcoming and professional, with a thoughtful and attentive approach. I take pride in understanding their needs and making sure they're taken care of throughout every interaction.
I'm originally from Staten Island, New York, where I learned the value of community, resilience, and hard work. Those principles continue to guide me personally and professionally. I now live near the Jersey Shore and enjoy the beautiful beaches and boardwalks. Outside of work, I'm a dedicated mother who enjoys gardening, traveling, and spending time with loved ones. I also support charitable causes, particularly fundraising for the Tunnel to Towers Foundation, which honors America's first responders.
Education:
- Bachelor of Science in Design and Visual Communications
- Professional development through the University of Colorado Boulder
- Social Media Marketing Specialization, Northwestern University