
Client Experience & Operations
Client Service Associate
In my day-to-day work, I take pride in working directly with each client and providing the personalized service they deserve. I'm committed to exceeding expectations and creating a positive experience at every interaction. Beyond client service, I'm actively involved in the firm's marketing and technology initiatives.
I bring 26 years of experience in the financial services industry, and I'm passionate about delivering exceptional client service. I try to make every client feel valued, supported, and confident in their experience with the firm.
I live in North Bossier with my husband, Tony, and our three children. Outside of work, you can usually find me on the softball field cheering on my girls.
Meet the Rest of the Team