With over five years of experience in customer service, I bring client-first mindset and strong organizational expertise to my role as an Administrative Assistant at One Tree Wealth Management. My focus is on creating a seamless and welcoming experience for every client, ensuring that communication, scheduling, and daily operations run efficiently and with care. I take pride in supporting our advisors and clients alike, helping to deliver the high-quality service and personal attention that define our firm.
I am passionate about continuous growth and am always seeking new ways to expand my knowledge within the financial industry. My goal is to contribute to a smooth, professional environment where clients feel supported and confident in their financial journey.
Outside of work, I enjoy spending winter days in Mt. Charleston with my Husky, Zeus, and my Pitbull, Aries, exploring the snow and the outdoors. I also value quality time with my spouse, discovering new places and experiences together. When relaxing at home, I love watching movies and documentaries or practicing American Sign Language—a reflection of my commitment to lifelong learning and inclusivity.