As your Senior Client Service Specialist, it’s my privilege to assist you with a wide variety of requests. This includes but is not limited to money movement, beneficiary updates, account maintenance, transfers and more. My goal is to make each request seamless and worry-free for every client.
I started my career in data entry and customer service. I’ve worked retail and wholesale in corporate offices and small businesses. Through my journey I’ve learned that I enjoy working with clients over many years rather than mere transactional interactions. I am grateful that my varied work experiences have led me to a rewarding career in the financial services field for over two decades.
As a native Oregonian, I’m proud to say one branch of my family has deep roots in the state, arriving by way of the Oregon Trail. My interest in history goes beyond my family and extends to US history. If I’m not engrossed in a non-fiction book, I’m enjoying time with my husband watching old movies, listening to our eclectic vinyl and CD collection, and hunting together.