I began my journey here as Leonard Nelson’s Administrative Assistant, and my role has evolved over time, thanks to my background in administration and accounting.
Having grown up with both parents in the financial planning industry for over 40 years, I was naturally drawn to this field. I understand the importance of personal attention in our line of work, and I strive to make each client feel comfortable and at ease when working with us. I find joy in hearing your personal stories and understanding what you're going through, whether it is travel adventures, health updates, or any other life events. Building personal and friendly relations is at the heart of what I do.
Outside the office, I cherish spending time with family and friends. I am an avid reader, always on the lookout for my next great read. When possible, I love to travel and explore new places. At home, my constant companion is my 7-year-old black cat, Onyx. She is my sidekick and a source of endless joy.