Every Day I partner with advisors who are just beginning their journey with Mutual. I act as the primary liaison/quarterback between our new advisors, our custodians and various Mutual teams to ensure a seamless transition for both the advisor and their clients.
I Power Success through personal relationships. I love helping advisors by keeping them organized and focused on their clients. Some of my key strengths are harmony, empathy, and positivity, which I am fortunate to use every day with our new advisors and their teams.
Outside Mutual I’m spending time with my husband and two boys, cheering for my boys in their various athletic endeavors. I also enjoy cooking, hiking local trails, or enjoying a nice glass of wine.
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