As an Office Administrator at Wealth Strategies. In my role, I am responsible for supporting the office staff by assisting with marketing efforts, public relations outreach, computer tasks, ad hoc requests, and maintaining the firm's online presence. Additionally, I lend my expertise in computer and data-input-related tasks to ensure the smooth operation of our daily activities.
Prior to joining Wealth Strategies, I had the privilege of being self-employed, and this firm has been one of my valued clients for over two years. This experience provided me with a deep understanding of how the financial industry operates, allowing me to seamlessly transition into my current role.
Motivated by a strong appreciation for the value of learning, I pursued higher education. I achieved an associates degree in Media Arts, a Bachelor's degree in Communications and a Masters degree in Film & Television.
What I find most fulfilling in my job is making efforts to positively impact clients' lives, bringing them a sense of security and stability in an ever-changing financial landscape. I strive to build long-lasting relationships based on trust and mutual respect. When approaching any endeavor, I consistently ask myself, "How does what I am doing make other people's lives better?" This mindset fuels my motivation to assist our clients and contribute to their financial well-being, ultimately enhancing their overall quality of life.