What I love most about my role in the financial sector is the customer service aspect - my focus is always on the clients. As a Registered Administrative Assistant, I hold Series 6 and 63 securities registrations through LPL Financial, along with a Health & Accident insurance license through the State of Michigan Department of Insurance and Financial Services.
I bring a blend of exceptional organizational and people skills to my role, overseeing the day-to-day operations of the office. My job is to equip our Financial Advisors with the necessary tools and documents to make informed decisions daily. I take pride in providing exceptional customer service and using my experience to ensure our clients are well served.
When I step away from the office, my world revolves around family and hobbies. I enjoy watching my two sons play soccer, being a sports fan in general, and spending quality time with my family and friends. Gardening and cooking for friends and family also bring me joy, providing a perfect balance to my professional life.