With over 18 years experience in Financial Services, I am the Executive Administrator in the firm.
I oversee the day to day operations and seek to enhance our client relationships.
Being an avid Dodger fan, I like to use the team approach in managing the office.
Just like a team manager, I manage all scheduling, moving the right people to the right place at the right time.
Like a hitting coach, I make sure my team is prepared for each meeting.
And like a base coach, I ensure that all my advisors are moving in the right direction and overlap is kept to a minimum
My understanding of the importance of the client experience comes from over 20 years of customer service in the constantly evolving and fast-paced world of finance.
Being both creative and analytical, I have always had a passion for finance and jumped at the opportunity to help Pacific Point find new ways to communicate its values and investment strategy.
I combine my knowledge of office operations with the highest level of customer service to ensure all client communication is properly managed and everyone feels welcome when they walk through the door.