As Client Relationship Manager for Leap Wealth Management, I strive to meet the needs of our clients in account management and administration with a focus on day-to-day activities and tasks to facilitate smooth operations within our firm. One of my key responsibilities is establishing and nurturing strong relationships with our custodians, collaborating closely with them to ensure seamless execution of tasks on behalf of our valued clients.
Having entered the financial industry in 2008, I have amassed valuable experience over the years. I initially dedicated my time to assisting LPL Financial Advisors, where I gained valuable insights into the industry. Subsequently, I served as a Client Service Administrator with financial advisory firms, specializing in providing financial services to retired airline pilots, airline professionals, and their families. This experience has equipped me with a deep understanding of the unique needs and challenges faced by this specific clientele.
Originally from Dallas, Texas, my husband, and I have two grown children and a wonderful daughter-in-law. Devoting quality time to our family and friends is of utmost importance to me, and I frequently use weekends to set out on adventures, whether it's to discover new towns or revisit cherished old destinations.