As an administrative assistant I focus on providing world-class service, and developing lifelong, meaningful relationships with clients. I assist in providing clients with relevant communications to help them make informed decisions regarding their financial future. I help ensure each client receives highest level of service and delivering trust, transparency, confidentiality and accountability to ensure they have a superior personal experience with their advisor to help them pursue their financial goals and objectives.
I have learned through past experiences and education (knowledge-based) skills. I have provided support and training to support services staff and new associates in office orientation, filing procedures, records’ management and computer applications. I have an In-depth ability to work with difficult clientele in a respectful and courteous manner. I have strong computer skills and knowledge of many software and online applications. A highly talented, knowledgeable professional with proven track record of giving top assistance to prosecutors, the police department, sheriff’s office, District Attorney’s Office, Office of the Attorney General of Texas Assistant Attorney General’s and Financial Advisors.
My passions are my family, All things Art (fine arts, sculpture), Museums, Health & Fitness, race cars (love sports cars specifically mustangs). And I love all things comedy, I love to laugh.