Meet the Team

My Role

As a Senior Client Service Associate, I enjoy working closely with our advisors and client service team to help clients feel supported, organized, and at ease throughout their financial journey. From onboarding to ongoing service, I help deliver a seamless, thoughtful, and personalized client experience. I am committed to building strong relationships and ensuring every interaction reflects a high standard of care and professionalism.

My Story

Originally from Massachusetts, I moved south to attend Clemson University. Over the years, I’ve been fortunate to call several beautiful cities in the Southeast home, and now reside in Chapel Hill, NC.

I’m a proud mom of four – the joys of my life and my biggest “why.” The care, organization, and support I bring to my family naturally extend to my work, where I’m passionate about creating thoughtful, seamless experiences and building meaningful relationships with the clients I serve.

Outside of work and family life, I enjoy cooking and baking, staying active, attending sporting events, and traveling whenever I can.

Education

• Bachelor of Arts in Political Science, Clemson University
• Master of Science in Graphic Communications, Clemson University