I joined Compass Financial Group in 2022 as a Service Advisor.
In this role, I've cultivated a deep affinity for the intricate dance between numbers and people. I've fine-tuned my ability to transform financial puzzles into well-crafted plans. There's something deeply satisfying about taking a client's aspirations and weaving them into a roadmap that feels both attainable and exciting.
As a Service Advisor, my days are filled with collaborating closely with our Lead Advisors, brainstorming strategies, and deciphering the financial intricacies that can make anyone's head spin.
But what truly makes me sing is the connection I foster with clients. Exploring their dreams, understanding their fears, and building that sense of trust—it's a privilege that never gets old.
Beyond the office, you'll find me in the kitchen or trying to take my very nervous dog, Stella, on a walk. Just like in my professional life, I embrace challenges and approach them with curiosity.
Whether it's tackling a new recipe or exploring a new hiking trail, I believe that life, like finance, is all about finding balance and seeking out those moments of joy.