As the Planning Assistant, I support Chris in preparing everything our clients need—from organizing data and preparing documents to coordinating insurance quotes and more. With a background as a business owner, I bring a distinct perspective that extends beyond my current role. I’m known for being a strong multitasker with excellent communication skills, meticulous attention to detail, and a proactive, solution-oriented mindset.
Outside of work, I enjoy spending time with my family, traveling, and—while I wouldn’t say I love cooking—I’ve been told I’m pretty good at it (and let’s be honest, it’s a necessity). I also adore playing with my new puppy, Maverick, a loving and playful Cavapoo who keeps life fun.