I started working with Greg in 2018 and have spent time in nearly every role here.
My typical workday consists of a number of things from assisting in meetings, checking in with current and prospective clients and assisting with marketing duties including our seminars.
The most rewarding part of my job is being able to help people plan for the future and make sure their families are taken care of. I love to make lifelong connections with clients, and touch base with them even about things going on in their lives that aren’t law or finance related.
When I’m not working here, I’m working at my horse barn in Marysville and spending time with my husband and three children.