I am an Executive Assistant at Stonewater Financial and have been part of the team for the past three years. I earned my Bachelor of Business Administration from Western Governors University and am passionate about helping clients navigate the operational side of their financial journey.
In my role, I work closely with our advisors and clients to help implement financial strategies and ensure a smooth experience throughout the process. From coordinating account openings and transfers to assisting with service requests and ongoing client needs, I enjoy helping clients move from planning to execution with confidence and clarity.
I take pride in building relationships and providing a high level of service. My goal is to make every interaction seamless and ensure clients feel supported as they work toward their financial goals alongside their advisor.
I live in the Dallas area with my husband, Nate, our four children, and our three cats, who are very much part of the family. Outside of work, I enjoy home remodeling projects, spending time with family and friends, and making memories with the people I love most.