My Background and What Brought Me Here…
Having over seven years of experience in the financial services industry and over ten years of experience in customer service, I have become a specialist in assisting advisors with providing the best customer care. I have worked as a Client Service and Operations Manager for advisors with LPL Financial, Ameriprise Financial, and Independent Financial Group. I have recently relocated from San Diego and am very excited to be part of the Navigoe team.
Why I Chose This Profession…
After taking multiple business and finance classes, I found that I enjoyed learning about the field and the importance of financial education. I decided this would be a field that I would really enjoy being a part of and continue to learn about.
Outside of Work, I’m Most Passionate About…
I am passionate about living a healthy and happy lifestyle. I love reading about health and nutrition, exercising regularly, eating healthy, spending time outside and surrounding myself with people that make me happy. I am also a huge dog lover. In addition to adopting my dog from the shelter, I try to volunteer there as often as possible, something I’ve been doing since I was a child.
When Not in the Office, Look for Me…
- Spending time with friends and family
- Walking or hiking with my dog, a Border Terrier named Ruby
- Exercising Pilates, Crossfit, Spin, Running, pretty much anything!
- At the beach
- Cooking or baking
- Rooting for my favorite teams Dodgers, Chargers, UCLA, Lakers, Kings
How I’m Advancing My Career Knowledge
I believe it’s important to keep up with the current trends in financial operations and technology, as well as ways to work most efficiently within our practice. I do so by reading financial publications and attending webinars and conferences