"As Office Manager at Economic Financial Services, I help keep the day-to-day client experience organized, responsive, and well-coordinated. I oversee office operations, support our financial advisors and team, and help make sure client needs are handled with care, efficiency, and attention to detail.
With more than two decades of experience in financial services, I bring a strong understanding of both the business and the people we serve. My career has included roles as a lending manager and branch manager, experiences that strengthened my ability to manage details, build relationships, and create a welcoming environment for clients.
I believe a strong client experience depends on clear communication, trust, and consistent follow-through. I enjoy being part of a team that takes a comprehensive approach to financial planning and works closely with individuals and families as they pursue their financial goals. In my role, I help create the support and continuity that allows those relationships to grow over time.
Outside the office, I have volunteered with several charitable organizations, including Gleaners, Leader Dogs for the Blind, and The Salvation Army.