CLIENT SERVICE ADMINISTRATOR
My position is to provide great value to the Financial Planning team as I make sure the advisors stay on tasks, prepare for client meetings, manage calendars, and provide superior client service. I enjoy working with clients and meeting new people and helping clients with concerns and questions.
ACCREDITATIONS & EDUCATION
- Bowling Green State University – BA
- Previously held Series 6 license and Life and Health Insurance license
HOBBIES AND PERSONAL LIFE
- I have been married to my husband Tim for over 35 years and have two sons: Eric and Matt.
- In my free time, I enjoy reading and shopping.
" Faith is being sure of what we hope for and certain of what we do not see” – Hebrews 11:1
614 - 261 - 0600 ext. 119