During my twenty years in the financial industry, I’ve been focused on operations, keeping the data accurate and the information flowing. More recently, I’ve transitioned from “behind the scenes” to working directly with clients and financial advisors as a paraplanner.
Regardless of my role, I enjoy being part of the process of helping people along the path to meeting their financial goals.
Because of the different positions I’ve had at Silver Oak and the nature of working at a small business, I wear lots of different hats and can help clients with tricky scenarios like transferring an unusual asset or tracking down the cost basis of an investment that has been repeatedly merged. My natural instinct and ability to be thorough and precise has helped us with our database management, reports, and trading.
Outside of work, I enjoy spending time with my husband and daughter. We get outdoors as much as we can, going on hikes, bike rides, and frequent trips to the beach.
Education
