Client Services Associate
I joined Family Wealth Management, LLC, in January of 2020. I have over 9 years of experience in
customer service and administrative positions. My goal is to help Mike, and the office, provide efficient
service to our clients. I am happy to schedule an appointment, answer general account questions,
update your personal and family information, or forward your requests to the appropriate person for
handling. I will also be in charge of our marketing schedules, and managing our client workshops and
I am actively pursuing earning my FINRA series securities regulations through LPL Financial, and plan to
continually advance my knowledge and position here at Family Wealth Management, LLC.
I look forward to assisting you in pursuing your financial goals!