My job is keep everything working smoothly
I joined the Wealth Strategies team in April 2015, as an Administrative Assistant. I am the face that greets you as you walk through our door and work to make your visit with us enjoyable and productive. I have been in Human Resources for over 20 years and know the value of customer service.
I assist in processing paperwork for clients, servicing client requests, scheduling appointments, diligent follow up, and of course, special projects.
I enjoy volunteering at my church and son’s school, playing piano, spending time with my family and taking care of our animals.