I serve Washington Wealth Advisors as a Client Relationship Coordinator managing the firm’s client service model, client meetings and daily operations. I have a passion for helping people and believe that is exemplified in my interactions with our clients. I take pride in offering a warm, efficient, and friendly approach to all our clients.
Prior to joining the team, I’ve had the opportunity to work with various philanthropic organizations which are close to my heart. I’ve been able to continue my philanthropic passion at WWA in that I lead our team volunteering days. We believe it is important to give back to the communities in which we live and work. We support local charities in the field which helps our community and build team spirit with our colleagues. I believe that investing in our community is vital to strengthen both the society we live in and the welfare of our clients -- they are not mutually exclusive.
I graduated with a degree in Sociology from Regis University. My background is with nonprofit organizations with extensive volunteer work. I have a passion for helping others and find such satisfaction in my work as a member of the WWA team supporting our client’s financial peace of mind.
Raised in Colorado, naturally, I love to be outdoors. I spend most of my free time hiking, skiing, running, and teaching my daughter to play soccer.