As Client Service Associate, my responsibilities include various aspects of the client relationship. I support David Wood, CFP® with client meeting scheduling, new business processing, client record updates, office administration and overall assistance with communications with clients. I am committed to delivering excellent service to our clients.
I joined the company in May 2010 after 8 years as an agent with Genworth Financial in the Long Term Care Insurance Division. Prior to Genworth, I held various positions in the equipment leasing industry.
I hold a Series 6 Securities registration through Cetera Financial Specialists, a Life /Health insurance license, and Certification in Medicare Health Plans. I earned a Bachelor of Arts degree from Boston College.
My husband Christopher and I are residents of Mason, Ohio. Our daughter Shannon lives in Cincinnati and our son C.J. currently lives in Chicago. In my leisure time, I enjoy spending time with family, reading, exercise and classical piano.