My Background and What Brought Me Here…
Having over twelve years of experience in the financial services industry and over fifteen years of experience in customer service, I have become a specialist in assisting advisors with providing the best client care. I have worked as a Client Service and Operations Manager for advisors with LPL Financial, Ameriprise Financial, Signature Estate and Investment Advisors, and Independent Financial Group. I am very excited to be part of the Navigoe team.
Why I Chose This Profession…
After taking multiple business and finance classes, I found that I enjoyed learning about the field and the importance of financial education. I decided this would be a field that I would really enjoy being a part of and continue to learn about.
Outside of Work, I’m Most Passionate About…
My family! Spending time with my husband and our two boys is what brings me the ultimate joy. My husband, Keith, is a firefighter for the Los Angeles County Fire Department. With his work schedule, he is gone a lot, so we cherish all our time together as a family.
When Not in the Office, Look for Me…
- Chasing after my two young boys
- Spending time together as a family. Some of our favorite activities include: going the beach, visiting the aquarium, visiting the fire station, visiting with extended family, walking on the coast, and going to the playground.
- Cooking or baking
- Rooting for my favorite teams- Dodgers, Rams, UCLA, Lakers, Kings
How I’m Advancing My Career Knowledge
I believe it’s important to keep up with the current trends in financial operations and technology, as well as ways to work most efficiently within our practice. I do so by reading financial publications and attending webinars and conferences
