Back to Our People

What I do here:

I work on the operations team providing client service and day-to-day account administration.

Why I love my job:

I love building relationships with both my teammates and clients and providing the best possible service to keep everything running smoothly.

Work History:

I have a well-rounded background in financial services for over 10 years including client service, business development, analytics, research, relationship management, and sales and marketing.

Education:

BA, Political Communications, Ohio University

Where I come from:

I’m from a small town near Cleveland, originally, and have lived in Pittsburgh and Charlotte prior to settling down in Colorado.

A little personal:

In my free time, I enjoy a variety of activities including hiking, running, skiing, yoga, roller skating, and paddle boarding. I’m passionate about the arts, especially live music. I love being able to give back to the community and try to volunteer regularly with local nonprofit organizations.