As the Client Service and Marketing Manager at a fully integrated tax and wealth management practice, I bring a unique blend of relationship management, operational support, and strategic marketing expertise to help deliver a seamless, one-stop experience for our clients.
With a background in Communications and Marketing, I specialize in creating meaningful client interactions—from onboarding and service coordination to ongoing engagement and brand visibility. I’m passionate about ensuring every client feels supported, informed, and confident in the comprehensive financial solutions we provide.
Whether assisting with tax planning logistics, coordinating wealth management meetings, or developing marketing initiatives that reflect our values, I thrive in a fast-paced, client-first environment. My goal is to make every touchpoint smooth, professional, and personalized.
Outside of work, I enjoy traveling, spending time with friends and family, reading, and soaking up the sun on South Florida’s beautiful beaches. I’m also a proud pet mom to Chanel, my adorable cockapoo, and Snooki, my sassy cat.