How I Increase Your Value of Time^®

My tenacity and attention to detail when analyzing data help ensure that records are accurate and complete. I work hard to make sure the data is correct, so that clients and advisors have the best information to work from at all times. When clients contact me, they know I will take the time to fully hear their concerns and work tirelessly to ensure their needs are met.

My Career Journey

I worked as a Data Analyst for Conway Jarvis LLC for nearly 5 years, before the company was acquired by Pacific Portfolio in January 2023. While there, I developed a strong understanding of the underlying administrative processes needed to support financial management. I also worked for Washington Mutual Bank as a Customer Service Specialist for 5 years, where I helped bank customers by being a good listener, affirming their concerns and helping them by finding solutions to a variety of problems. I took a break from the work force to raise my two boys, Chili and Sawyer, before going back to work for Carillon Properties in their contract post office and eventually being promoted to the front desk/receptionist position.

What the Value of Time^® Means to Me Personally

I am grateful for the opportunity to help people meet their financial goals. In my free time, I enjoy spending time with my family, traveling and visiting with friends. My time with my husband and two sons is usually filled with adventures and projects, like working together on remodeling our home and long road trips. Connecting with my family helps me recharge and enhances the time I spend with my clients and co-workers.

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