Office: (253) 589-1401
What I do here:
As part of the Client Services team, I am responsible for client requests, processing account paperwork, and providing support to the advisors. In addition to administrative tasks, I help organize company and client events.
Why I love my job:
I really enjoy working with such a great team of advisors and administrative staff. It’s also very fulfilling meeting new clients and helping to ensure that they receive the best service possible.
For 13 years, I was privileged to work as the administrative assistant for a local physician. After he retired, I was given the opportunity to take the skills I had acquired there and bring them to the financial field here at CRA.
I attended Green River Community College in Auburn, WA.
Where I come from:
I was born in Northern California and raised here in Washington State.
A Little Personal:
I live in Northeast Tacoma with my husband, two teenage sons and our dog Mr. Belvedere. I enjoy spending time with my family, travelling, watching football with my boys and having brunch with my girlfriends.