What are your job duties?
I answer technology questions, process deposits and withdrawals, update any account paperwork, process charitable donations, answer client questions, etc.
Can you briefly outline your career prior to arriving at Modern Wealth Management?
Before Modern Wealth Management, I worked in service to U.S. veterans who were looking to obtain or increase their disability benefits.
What is your favorite thing about working at Modern Wealth?
The community! The clients and co-workers all feel like family
What appealed to you about working at Modern Wealth?
That every person in the organization has the clients’ best interest at heart and are always looking on how they can make the client experience better.
How has working at Modern Wealth helped fulfill your life?
I feel fulfilled when I know I can make a difference in a clients day, whether that means helping them with a withdrawal or having a good phone call with them!
What’s the most important thing in your life?
My dog and my family!
What’s your favorite thing to do with your family?
Going to Table Rock Lake! Being on the lake and playing cards around the dinner table is one of my favorite things!
What are some of your favorite hobbies?
I love to travel, hike, surf, and especially like to read!
What is a fun fact about yourself that people might be surprised to learn about you? If you can’t think of a fun fact, tell me your favorite movie or restaurant.
I moved to the Pacific Northwest to be able to do my favorite hobbies when I am not working! My favorite restaurant is True Food Kitchen, and my favorite movie is Top Gun: Maverick
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