Before joining Lifelong Wealth Advisors, I gained valuable experience in leadership roles within the hospitality industry, where I specialized in creating personalized customer experiences and consistently exceeding client expectations. These skills have seamlessly translated into my current role as a Client Services Associate, where I focus on delivering thoughtful, detail-oriented support and ensuring each client feels valued and cared for.
In my role, I work closely with our advisors and team members to provide a smooth and positive client experience, assisting with account servicing, onboarding, and ongoing relationship support. I am passionate about building meaningful connections and take pride in being part of such a collaborative and knowledgeable team dedicated to helping individuals and families achieve their financial goals.
Outside of work, I enjoy spending time with my husband, Dan, and our three daughters, Audrey and our twin girls, Lainey and Claire. After living across the country, we are grateful to call Minnesota our permanent home, drawn by its vibrant communities and welcoming spirit. In our spare time, we love exploring new restaurants and breweries, enjoying the local music scene, and embracing this busy and joyful season of life with our growing family.