I joined Lake Edge Wealth Advisors as Client Relationship Manager in June 2020. As the point of contact for all aspects of client servicing and records administration, I provide support to the advisors and am a great resource for any inquiries regarding account transfers, money movements, and general account questions and requests.
Before joining the team, I worked in oil and gas in Houston, TX, as an executive assistant for Supply Chain executives. I graduated from Rasmussen College School of Business with a Bachelor of Science degree in Business Management.
Outside of the office, I enjoy spending time with my family and friends. I also love traveling, spending time outdoors, fitness, and reading biographical novels.