Meet the Team
Director of Client Service
Direct: (425) 531-7325
Focused on delivering an exceptional client experience
As Director of Client Service at Avier Wealth Advisors, my role is to provide the optimal client experience in order to help clients feel confident and comfortable with their future. In doing so, I collaborate with Avier’s team of Lead Advisors, Associate Advisors, and Client Service Associates primarily in the onboarding process by making it as seamless as possible. While I am involved in many operational functions, my focus is to provide first-class service to our clients.
I joined Avier Wealth Advisors after having served 22 years at TD Ameritrade Institutional. I was a Senior Relationship Manager on the Elite Service Team, which enabled me to fulfill my passion for building and maintaining deep relationships with advisory firms. My main function was to serve as a “liaison” for multiple high-net-worth RIAs. I endeavored to ensure that client accounts were well maintained so that the advisors in turn could focus on their clients.
I am a San Diego native who loves to run. I’ve competed in 10 full marathons (my favorites being NY and the Nike Woman’s in SF), and 15 half-marathons. While I no longer compete today, I still enjoy running along Mission Bay (occasionally crossing paths with Meb Keflezighi), and other amazing San Diego destinations.
My greatest joy comes from spending time with my husband, Steve, and our six-year-old son, Paul. I love vacationing with my family, Paul’s soccer games, volunteering at Paul’s school, building Legos, reading, singing, dancing, and laughing ‘til our sides hurt. Nothing is better to me than spending time with my boys in America’s Finest City.
San Diego State University
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