What matters most are the relationships in life. I enjoy helping the clients I work with to navigate important decisions with confidence and build lasting relationships along the journey. The financial services industry can seem complex and overwhelming at times, and I enjoy simplifying it for clients, and providing a high level of personal service.
I want to help the clients I work with to feel cared for during important financial transitions, and to have the information needed to be confident in the decisions they make.
My career started in financial services in 2010 after earning a degree in Psychology from the University of Tennessee at Chattanooga and I have worked most of my career in the field, with experience in banking, wealth management, insurance, and client relationship management. At NorthShore Financial Strategies, I support our team through account servicing and operations while striving to deliver an exceptional client experience.
Outside of work, I enjoy spending time with my husband and three daughters, tackling home renovation projects, hiking, gardening, traveling, and exploring health and wellness. I am active in my church community and serve on my children's PTO Teacher Appreciation Committee. As part of my commitment to lifelong learning and growth, I am currently in graduate school.