I am proud to serve as the Administrative Assistant at Wealth Strategies. My responsibilities include processing paperwork for clients, servicing client requests, scheduling appointments, and answering phones. I have worked in the financial services industry for over 8 years and in a human resources position for over 20 years. I specialize in focusing on excellent client support that will enhance the client's relationship with our office. Previously, I worked at HDR Insurance Services.
What motivates me the most is helping and providing answers and assistance to clients. I received a Bachelor of Arts in Criminal Justice from California State University at Sacramento. When it comes to my job, I most enjoy being able to help resolve any problems that clients may have. I believe that the greatest value I provide clients is my ability to listen. I look forward to getting to know each client on a more personal level.
When I am not servicing clients, I enjoy working in the yard, playing piano, spending time with my family, volunteering, and taking care of our rescue animals.