What are your job duties?
I do a variety of administrative tasks—greeting clients and prospects, offering beverages/and fresh-baked cookies.
What is your favorite thing about working at Modern Wealth?
Interacting with clients/prospects/coworkers. Building relationships.
What appealed to you about working at Modern Wealth?
Knowing I would be working with people.
How has working at Modern Wealth helped fulfill your life?
I’m an extrovert. This job allows me to be me. It’s so fun to get paid to do what comes naturally.
What’s the most important thing in your life?
My adult children, Simon and Emma
What’s your favorite thing to do with your family?
Spending time together, eating great food, drinking red wine, and having deep meaningful conversations.
What are some of your favorite hobbies?
Abstract pour painting on canvas, glass, wood. live music, decorating.
Schedule a Complimentary Consultation or 20-Minute Ask Anything Session
Select the office you would like to meet with. We can meet in-person, by virtual meeting, or by phone. Next you’ll give us some details about yourself, select a 20-minute ask anything session or a detailed hour-long complimentary consultation, and schedule your meeting with one of our CERTIFIED FINANCIAL PLANNER™ professionals. No cost, no obligation. Start by selecting a location below.
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