My Story
My work path has always led me to positions where I can make a difference in the lives of others. With more than 22 years in legal administration, I began working in finance in 2010. My goal was simple – provide peace of mind. I work closely with our advisors to help clients navigate complex financial situations and guide them through major life decisions. I wear many hats at RDFA but it’s the client relationships that keep me engaged and passionate about my job.
The past few years have taught me a valuable lesson … slow down and focus on being present with the ones I love.
Personal Information
Outside the office I enjoy spending time with my husband, my family (including three grandsons) and our two dogs.
I keep busy gardening, cooking, listening to music, reading, and spending time outdoors.
Education
University of Cincinnati, Accounting
Over 22 years in legal administration and paralegal experience
Administrative professional in the finance field for 13 years
NAPFA Registered Affiliate, 2011