Since 2018, I have served as Client Relationship Manager at Leap Wealth Management, supporting our Advisors to ensure clients’ administrative and operational needs are handled accurately, efficiently, and thoughtfully. I coordinate account processes, oversee documentation, and work closely with custodians to provide seamless, timely service. Known for a detail-oriented and proactive approach, I collaborate across teams to anticipate client needs and provide dependable support. I take pride in helping build strong, long-term relationships that clients and Advisors can rely on.
Since entering the financial industry in 2008, I’ve built a strong foundation in client service and operational support. I assisted LPL Financial Advisors, gaining valuable insight into the advisory side of the broker-dealer business. I later advanced to Client Service Administrator roles at RIA firms focused on retirement planning for airline professionals and their families, where I developed specialized knowledge in retirement planning and the unique financial considerations involved in transitioning from long careers.
A Dallas native, I enjoy spending time with my husband, our two grown children, and our daughter-in-law. We love exploring new places or revisiting favorite destinations with family and friends.