As an assistant at Aegis Financial Partners, I provide client service support to our Financial Planners and their clients. Working closely with Michael and Derek, I have developed trusted relationships with our clients by assisting them with their financial service needs. Exceptional communication and reliability are my top priorities. By monitoring overall operations, I ensure the positive growth and development of our practice through crucial administrative responsibilities.
Originally from California, I now reside in Boulder with my partner, Jon. Outside of work, I love to hike, run, cook, bake, garden, and paint. I believe the most important things in life are family, kindness, honesty, and hard work.