I’ve always believed that the best financial relationships are built on trust, communication, and genuine care. As a Client Services Specialist at Vintage Financial, I make sure our clients feel supported and confident at every step—from the first conversation to the follow-up after every meeting.
My role is to help ensure that nothing falls through the cracks. I coordinate between our advisors, service teams, and clients to keep plans on track, questions answered, and experiences seamless. My goal is simple: to make every client interaction feel personal, professional, and complete.
I’ve spent more than 17 years in the wealth management industry, including roles with Sandy Spring Investment Services, UBS Financial Services, and Wells Fargo Advisors. Along the way, I’ve had the privilege of working with incredible colleagues—including Brian, Jordan, and Jason—who share the same values of teamwork, transparency, and doing what’s right for clients. After years of mutual respect and admiration, joining Vintage feels like coming full circle.
Outside the office, I enjoy time with my family, staying active, and finding small ways to give back to the community I call home.
At Vintage, we believe great planning starts with great service—and I’m proud to help deliver both.