It is my honor and privilege to serve as Director of Client Relations, where my primary focus is ensuring every client interaction is efficient, enjoyable, and consistently exceeds expectations. Chad, Chris, and I have worked together as a cohesive team for more than a decade. Our long-standing partnership allows us to operate in sync, anticipate client needs, and hold ourselves—and one another—to exacting standards in everything we do.
I earned a Bachelor of Arts in English from Indiana University, where I developed a deep appreciation for clear, concise communication. That foundation continues to shape my approach to client service: striving to simplify the complex, clarifying the confusing, and resolving issues as effectively and efficiently as possible.
Outside the office, I am actively involved in fundraising and cheer squad development within my local school community. Surprisingly, cheerleading has a great deal in common with my role in wealth management. Both require mastery of fundamentals, precise timing, adaptability, and a strong commitment to supporting teammates. There is nothing more rewarding than seeing those efforts resonate—whether it’s hearing a crowd respond or receiving positive feedback from clients.
Giving back is also an important part of my life. Earlier in my life, I helped build homes on missionary trips to Honduras, supported children and families navigating mental health challenges, and contributed to professional development initiatives within schools across the country. These experiences reflect my gratitude for the opportunities I’ve been given and my commitment to serving others.