I've been in the financial industry for 23 years as an administrative assistant, providing support to advisors by maintaining client files, processing service forms, scheduling appointments, and setting up new accounts. What excites me most about this business is that it's ever-changing, and I love finding ways to make things easier for both advisors and clients.
What originally inspired me to get into the financial industry was the realization that no matter where a person is financially, advisors help them build a financial path that fits their unique situation. There's something beautiful about meeting people exactly where they are and helping them move forward from there.
My absolute favorite part of the job is always the people. I love getting to know clients as individuals and learning what their lives are about. I enjoy hearing about their families, recent vacations, new jobs, and how they see the world. These conversations remind me daily that behind every account and every form is a real person with dreams, challenges, and stories worth knowing.
I'm a Phoenix native, born and raised here, and I've watched this city grow and transform over the years. I can relate to people about how things have changed and continue to change. Even though it's HOT here, I absolutely love Phoenix and can't imagine calling anywhere else home.
I have two adult sons, Gilbert and Joseph, my wonderful daughter-in-law Hilary, and six grandchildren: Daniel, Cole, Jonathan, Camdyn, Sirrieh, and America. They are awesome, beautiful humans who bring so much joy to my life.
When I'm not at work, I'm usually up for most anything fun. I'm a movie buff who loves to dance, work out, and eat good food at different places around town. I enjoy traveling with my children and grandkids and going to concerts. Life is meant to be enjoyed, and I try to embrace every opportunity for adventure and connection.